I think this is massive...
For too long, financial planning knowledge/literacy has been out of reach for most people, making mobility and inequality even worse. (We should teach this in schools)
Sadly tho, most Americans don't have much they can even save -- but this is a hell of a level up for most ppl.
Still a big fan of
@copilotmoney too, which rolled out AI assistant / MCP today in beta as well!