Where the financial advice community goes to survivethrive in the age of AI.
We're busy planning what comes next. Big things are coming in 2027.
Stay tuned!In the meantime, see what I've been building ↓
Inspiration
Tools I've built for my own practice
Each of these started as an "I wish there was a tool that..." moment with a Two Trails client. All of them were built in conversation with Claude, without a single line of code. Click around and borrow any idea that sparks something.
Life in Chapters New
Money Date Card Game New
Wheel of Life New
Values Navigator
Money Emotions Map
Trailhead Check-in
Vision Planner
Financial Plan Builder (Demo)
Risk Compass
Investment Philosophy
Other Fun Projects
Advisor Wellbeing Profile
MoneyLit
Book recommendation generator
Career Path Tool
path.builderfp.com
Guess what?
click to find out