Roles · Finance and mortgages

AI financial coach

Assesses financial situations and creates debt management plans to help clients meet their financial goals.

Thomas Ngata“I create plans to help you meet your financial goals.”An example character, not a real person.
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Financial coach · What it does

Three tasks it takes off your hands

  1. Create debt management plans, spending plans, or budgets.
  2. Assess clients overall financial situations by reviewing income and debts.
  3. Recommend strategies for clients to meet their financial goals.
Where these come from

The tasks of “Credit Counselors” (O*NET 13-2071.00), as O*NET lists them:

  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.

Financial coach · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Access

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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