You have heard AI can help with everything. But nobody has shown you how.
You know you are overpaying for subscriptions and missing money in old accounts — but who has time to track it all down?
Budgeting feels overwhelming. Spreadsheets are tedious. You start every January and quit by February.
Meal planning, travel research, health tracking — the life admin pile grows faster than you can check things off.
“Kelan helped me use AI to analyze monthly recurring expenses and make a new budget as well as find old 401ks. I was amazed what we were able to accomplish in only a few hours.”
Carlie Meyers
Personal Finance Client
What You Will Walk Away With
AI-Powered Budget
Categorize spending, spot waste, and build a monthly budget using AI — in a single session.
Account Recovery
Find old 401ks, forgotten bank accounts, unclaimed assets, and hidden subscriptions draining your money.
Life Admin Systems
AI workflows for meal planning, travel research, health tracking, and all those tasks that eat your weekends.
How It Works
Book a Free Fit Call
15 minutes to talk about what is eating your time and money.
Set Up Your AI Toolkit
Session 1 covers AI basics and identifies your highest-value personal use cases.
Build Your Systems
4 weekly sessions covering budgeting, account recovery, subscriptions, and life admin workflows.
Own It Forever
Walk away with a personal AI workflow library you can use and adapt for years.
Simple, Transparent Pricing
4 weeks. 6 hours of 1:1 coaching. Real results for your real life.
Get the free AI Personal Finance Guide
Step-by-step prompts for budgeting, finding old 401ks, cutting subscriptions, and organizing your financial life with AI.