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Welcome to the Money-Guidance chatbot

The idea is to develop a low-cost (to operate), free-to-clients service that acts as a money coach.

  • Stage 1 will help with the basics provide basic answers and offer curated content, by pointing to great articles and resources
  • Stage 2 will take some basic information to provide a Financial Health-check,  a sort of simplistic hybrid of fact-find and initial review by an expert
  • Stage 3 will add further layers of personal, specific information and offer even tighter, curated content and suggestions – but not advice.
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