AI Automation Built for Life Insurance and Estate Planning
We're building a comprehensive AI tool suite that transforms advisor productivity—starting with Insurance Planner AI for instant life insurance policy reviews.
About Financial Planner AI
Building the next generation of AI tools for financial planning professionals.
Founded by Industry Veteran
30+ Years of Financial Innovation
Robert Chwalk, CFP®, CLU®, ChFC® brings three decades of financial planning innovation spanning client advisory, team leadership, and enterprise-scale transformation.
Our Mission
Empowering Financial Professionals
We're on a mission to automate the complex, time-consuming analysis that keeps advisors from doing what they do best—building client relationships and providing strategic guidance.
Building AI That Advisors Actually Want to Use
Technology That Works
We start with the real pain points advisors face daily—like decoding 50-page policy illustrations—and build AI tools that deliver clear answers in minutes, not hours.
"Life insurance and estate planning can be the most complex areas in financial planning. Policy reviews alone can take hours—deciphering insurance illustration jargon, organizing dozens of pages, preparing client presentations. We're using AI to compress hours of analysis into minutes of clarity, freeing advisors to focus on strategy and relationships."
Our AI Tool Suite
Building the future of financial planning automation
Insurance Planner AI
LIVE NOWAI-Powered Policy Reviews in Minutes
Our flagship tool transforms complex life insurance illustrations into clear, actionable insights. Free to try.
Insurance Planner AI Professional
ALPHA TESTINGComplete AI-powered policy review dashboard
Limited early access available for select advisors and enterprises to help shape the AI platform.
Comprehensive client-ready dashboard featuring AI-driven visual policy analysis, Strategic AI Policy Assistant for instant answers, and automated AI report generation.
Life Compass AI
COMING 2025AI-Powered Profiling for Estate, Loss, Divorce, Caregiving & Retirement Planning
Clients complete a smart assessment to capture their situation and decision style. Then Maya, your AI team member, guides them through discovery conversations—surfacing priorities, concerns, and insights that prepare them fully for your transition planning discussions.
Ready to See What We're Building?
Try Our Tools
Start with Insurance Planner AI
Experience how AI transforms policy analysis with our free QuickScan
Partner With Us
For Enterprises & Investors
Interested in shaping the future of financial planning AI?
Stay Connected
Follow Our Journey
Follow Robert on LinkedIn for product updates and AI insights