Writing a full financial plan is a multi-hour task. AI accelerates the drafting significantly.
Sections AI drafts well:
- Executive summary
- Current situation analysis narrative
- Goal prioritization section
- Strategy recommendations (given your inputs)
- Risk tolerance discussion
- Implementation timeline
- Action item checklist
Workflow: Run your planning software to generate the numbers and charts. Use AI to write the narrative sections around those outputs. Your job becomes editing and adding judgment — not staring at a blank page.
Client experience: A well-written narrative plan that explains the ‘why’ behind recommendations builds far more trust than a printout of charts and numbers.