Is this financial bootcamp really free?

Yes, the 2 day SB Advisors bootcamp is completely free. No credit card required. You learn budgeting, investing basics, and how to use AI finance tools at no cost.

Do I need any financial experience to join?

Not at all. This bootcamp is designed for complete beginners. We explain everything in plain language and walk you through each step.

What will I learn in the bootcamp?

Day 1 covers budgeting, tracking expenses, and setting financial goals. Day 2 covers investing basics including stocks, ETFs, and how to open your first investment account using free AI tools.

SB Advisors

Wealth Management for Beginners — Investing Made Simple

Not sure where to start with wealth management? SB Advisors breaks it down for beginners. Take the free 3-minute money personality quiz and get your personalized AI-powered money plan today.

Take the free quiz →

What you get

Free 8-question financial personality quiz — find out if you are an Avoider, Stresser, Spender, Starter, Hustler, or Optimizer.
Personalized AI dashboard with 11 specialized money coaches: budgeting, investing, debt payoff, savings goals, weekly accountability, and more.
Free 2-Day Financial Bootcamp — Day 1 budgeting, Day 2 investing. Built for complete beginners. No experience needed.
VIP resources — ebooks, 1:1 coaching sessions, Discord community, and the Notion Financial OS.

Explore SB Advisors

Free Financial Personality Quiz & 2-Day Bootcamp
AI Financial Coaching Dashboard — 11 specialized money coaches
VIP Resources Library — ebooks, coaching, Discord, Notion OS
Investing & Personal Finance Blog for beginners
Financial Literacy 101
Financial Education in Los Angeles
AI Financial Assistant
Portfolio & Case Studies

Frequently asked questions

Is the quiz really free for beginners?

Yes. The quiz, your personality result, and basic dashboard access are completely free. Everything is built for beginners — no financial jargon, no judgment, no assumption you already know what you are doing.

What is inside the AI Dashboard?

11 specialized AI financial coaches covering budgeting, investing, debt payoff, savings goals, and weekly accountability. Free users get 5 bot interactions. Starter $17/mo unlocks Budget and Q&A coaches. Pro $37/mo unlocks all 11 coaches. Pro with Notion $57/mo adds the Notion Financial OS.

Is this for people who know nothing about wealth management?

Yes — that is exactly who this is built for. SB Advisors teaches wealth management the way it should have been explained from the start: plain English, real steps, zero jargon.