SB Advisors Academy

AI Financial Coaching Dashboard

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

Take the free quiz →

Plans

Free: your quiz-matched coach and 10 AI messages a month. Starter ($12/mo or $99/yr): the six core coaches, the full Education Hub, and gamification. Pro ($24/mo or $199/yr): all 12 financial coaches powered by AI, the Trade Desk, household seats, and the Notion Financial OS.

What is included

Budget coach, investing coach, debt payoff coach, savings goals coach, credit builder coach, net worth tracker, tax basics coach, weekly accountability check-in, money mindset coach, and a general money Q&A coach. Plus the Vault, Brain Dump, Reminders, and Learn tabs.

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

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