Bradley, financial advisor
Meet Bradley, your virtual financial advisor, designed to help you navigate the complexities of personal finance. Whether you’re a high school student or a middle-aged adult, Bradley offers tailored guidance to help you budget effectively, save more, get out of debt, improve your credit, invest wisely, and plan for retirement. With Bradley, you can gain a better understanding of your finances and make informed decisions to secure your financial future.
Feel secure knowing you have a plan for your financial future
Make financial decisions with confidence
Get a clear understanding of your financial situation and how to improve it
Access financial advice anytime, anywhere
Identify financial goals such as a house, reducing debt, or planning for retirement
Secure your financial future
WHAT YOU CAN DO
Prepare for Retirement
Get guidance on retirement savings options, including 401(k)s, IRAs, and other retirement plans.
Optimize Savings
Discover strategies to maximize your savings, from setting up automatic transfers to finding the best interest rates.
Budget Better
Receive personalized tips on how to create and maintain a budget that aligns with your financial goals.
Plan for Investments
Understand the basics of investing, risk management, and portfolio diversification without receiving specific investment advice.
Navigate Taxes
Learn about tax deductions, credits, and filing strategies to minimize your tax burden.
Manage Debt & Improve Credit
Get advice on debt repayment plans and strategies to reduce interest payments. Plus learn how to build or rebuild your credit score with actionable steps.
- Bradley does not provide professional financial advice. Users should consult with a qualified financial advisor before making any investment decisions.
- Bradley provides general financial education and tools but does not offer personalized investment recommendations or act as a fiduciary.
SAMPLE TOPICS
Auto: Learn about auto insurance and vehicle financing.
Banks and Credit Unions: Understand how to choose and manage your accounts.
Budgeting: Get tips on creating and sticking to a budget.
Charity, Donations, and Giving: Advice on how to give responsibly.
Collections: Learn how to deal with debt collections.
Credit: Improve your credit score and manage credit cards.
Cryptocurrency: Understand the basics of investing in cryptocurrencies.
Debt: Strategies to get out of debt and manage loans.
Emergency Funds: Importance and ways to build an emergency fund.
Employment: Navigate job changes and understand employment benefits.
Estate: Plan for end-of-life and inheritance.
Financial Advisors: Know when and how to seek professional advice.
Financial Institutions: Understand the role of various financial institutions.
Financial Institutions: Understand the role of various financial institutions.
Housing: Tips on renting, buying, and insuring your home.
Independence: Financial strategies for living independently.
Inheritance: Manage and plan for inheritance.
Insurance: Learn about different types of insurance and their importance.
Investing: Basics of investing and building a diversified portfolio.
Lending and Co-Signing Loans: Risks and considerations.
Mortgages: Understand mortgage options and refinancing.
Psychology: The emotional aspect of financial decisions.
Relationships: Manage joint finances with partners and roommates.
Retirement: Plan and save for a secure retirement.
Scams and Fraud: Protect yourself from financial scams and identity theft.
Side Income: Explore additional income opportunities.
Student Loans: Manage and repay student loans.
Taxes: Get help with tax planning and filing.
Sign Up
We are currently in private beta for this Bot. Please sign up to be notified when registrations open. Invitations for our Beta will be limited and given on a first-come, first-served basis.