SB Advisors Academy

AI Financial Coaching Dashboard

11 specialized AI money coaches for budgeting, investing, debt payoff, savings goals, weekly accountability, and more. Track your XP, level up, earn badges, and stay consistent with personalized reminders.

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Plans

Free: 5 bot interactions and basic dashboard access. Starter ($17/mo): Budget and Q&A coaches. Pro ($37/mo): all 11 coaches. Pro with Notion ($57/mo): adds the Notion Financial OS for full personal finance system integration.

What is included

Budget coach, investing coach, debt payoff coach, savings goals coach, weekly accountability check-in, money mindset coach, side hustle coach, tax planning coach, retirement coach, big purchase planner, and a general Q&A coach. Plus the Vault, Brain Dump, Reminders, and Learn tabs.

SB Advisors Academy · Los Angeles, California · Terms · Privacy

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