Most investors have goals. Few have a written plan showing how this year’s decisions shape their next 10 or 20 years. In this hands-on session, Rich Fettke will show you how to turn AI into a personal financial coach, using the same system he and Kathy Fettke use for their own family finances and rental portfolio.
You’ll learn how to:
- Build a 5-, 10- and 20-year master plan for your money, real estate and freedom goals
- See how buying one rental a year could change your long-term outlook
- Test big decisions first, like buying another rental vs. paying down your mortgage
- Get past generic AI caution on real estate by giving it an accurate picture of your experience, risk tolerance and team
- Keep your plan current with simple weekly, monthly, quarterly and annual check-ins
- Walk into your next CPA meeting fully prepared
Watch Rich build a complete plan live for “Dana,” a fictional investor, so you can head into 2027 with a plan of your own.
Every attendee gets the free AI Wealth Plan Kit:
- The Kickoff Prompt that builds your coach and master plan
- A step-by-step setup guide
- A CPA Meeting Prep Prompt
- A rental portfolio tracker (Schedule of Real Estate Owned) spreadsheet
Webinar Details
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