A chatbot for ensuring financial sanity & planning

Chapter one: sanity (needs)

  • ask hypothetical questions, suggest & add to todo list
  • questions depending on age/marital status
  • have two modes of operation. one for harsh & one nice
  • questions need to be story driven, ideally a positive story until and unless there is no other option

Sections

  • for emergency fund
    • If your car suddenly needed major repairs, how would you handle the situation financially?
  • for health insurance (personal, dependents)
    • If a family member needed specialized medical treatment, how would you approach finding and paying for care?
  • for term insurance (personal)
  • for saving some money every month somewhere (habit building & impulse control for the next chapter)

Chapter two: savings & planning

chapter three: advanced investment strategies