Description
Price & Delivery Info
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Price: $49 (One-Time Payment)
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Delivery: 2–3 business days
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Format: PDF + Optional Google Sheet tracker
Full Product Description
Money management doesn’t have to be stressful — you just need a smarter system.
The AI Personal Finance Optimization Plan gives you a fully personalized monthly strategy to help you make the most of your income, reduce unnecessary spending, and hit your savings or investing goals faster.
It’s designed for individuals, freelancers, or small households, and adapts to your lifestyle — not the other way around.
What You Get
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AI-analyzed financial breakdown (based on your form)
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Clean 4-category monthly budget:
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Needs (rent, food, transport)
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Wants (subscriptions, fun, lifestyle)
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Growth (investments, savings)
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Buffer (emergency or extra room)
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3 action steps to reduce spending
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2 personalized income-boosting ideas
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A financial habits tracker (Google Sheet)
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Optional: Tool/app recommendations (based on country)
How AI Is Used
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Analyzes your income, lifestyle, goals, and expenses
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Uses logic-driven templates to suggest smart financial moves
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Highlights quick wins and long-term tweaks for better money habits
How It Works
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Purchase the plan
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Fill out your personal finance profile (income, costs, goals, etc.)
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We generate your personalized strategy using AI
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You receive your PDF plan + tracker in 2–3 business days
What to Include in the Product Enquiry Section After Purchase
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Your income range (monthly or annual)
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Major fixed costs (rent, car, etc.)
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Your top 1–2 financial goals
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Any spending areas you struggle with (optional)
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Your country (for tool/app suggestions)
Ideal For
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Anyone seeking clarity with money
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Freelancers or solo earners
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Young professionals breaking the paycheck-to-paycheck cycle
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People who want to start saving or investing smartly












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