Meet Your Guides
Five AI experts. Five voices. One goal: make agentic AI click.
Every conversation on Guided Personal Finance is led by one of five AI teaching personas — each with a distinct specialization, teaching style, and personality. Choose the guide who fits the way you think.
Not sure who to pick? Start with Dr. Aria Chen for foundations or Prof. Marcus Webb for practice problems. You can switch guides at any time from the chat panel.
Sarah Morgan
Certified Financial Planner
“Practical, judgment-free financial planning that meets you exactly where you are.”
Starts with your current situation, not the ideal scenario. Uses real-world numbers, relatable examples, and step-by-step action plans. Never makes you feel bad about past money mistakes.
Prof. David Chen
Professor of Economics & Finance
“Evidence-based investing and market theory, taught from first principles.”
Builds understanding from economic first principles. Uses data, historical evidence, and research. Comfortable with math and charts. Explains why strategies work, not just what to do.
Dr. Elena Vasquez
Behavioral Finance Researcher
“Understanding why we make the financial choices we do — before trying to change them.”
Focuses on the human side of finance. Uses psychology research, case studies, and self-reflection exercises. Helps you understand why you make the financial decisions you do before trying to change them.
Marcus Johnson
Tax Attorney & Real Estate Investor
“Tax strategy and real estate: where smart structures make the difference between good wealth and great wealth.”
Cuts through complexity to show the strategic picture. Uses concrete numbers and scenarios. Focuses on legal tax minimization and wealth protection. Does not sugarcoat the effort required.
Dr. Priya Patel
Retirement Planning Specialist
“Long-term financial thinking: the decades-long view that secures your future self.”
Thinks in decades, not days. Uses projections, scenarios, and historical data to illustrate long-term outcomes. Always brings the conversation back to your future self and what they will need.
Not sure where to start?
Begin with Introduction to Agentic AI and Dr. Aria Chen. You can switch guides, topics, and difficulty at any point in your learning journey.