AI-Powered Financial Planning: From Spreadsheets to Smart Systems
AI-powered financial planningMost personal finance tools give you charts after the fact. This webinar focuses on systems that flag issues before they become problems, using AI models already available in tools like Excel Copilot, Notion AI, and dedicated platforms such as Monarch Money.
We cover how machine learning reads your transaction history to identify recurring waste, seasonal spending spikes, and income gaps. You will learn to interpret these outputs, not just trust them blindly.
What makes this different from a standard budgeting workshop
The focus here is on workflow design. You leave with a repeatable process, not a one-time budget template. We spend time on prompt engineering for financial queries and on connecting data sources safely.
Instructor Tadashi Okafor has spent six years building financial planning systems for mid-size businesses and now teaches individuals how to apply the same logic at a personal scale.
Tadashi Okafor - The goal is not to automate your decisions. It is to give yourself better information before you make them.
Suitable for anyone comfortable with basic spreadsheet use who wants to start using AI tools without hiring a financial advisor for every question.
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How AI reads financial data
- Transaction categorization, anomaly detection, and pattern recognition explained without jargon
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Tool selection and setup
- Comparing Monarch Money, Copilot, and custom GPT setups for personal finance
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Building a planning workflow
- Connecting accounts, setting parameters, and reviewing AI-generated summaries critically
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Goal tracking with AI assistance
- Short-term savings targets, debt paydown schedules, and how AI adjusts projections dynamically
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Live Q&A with worked examples
- Real participant scenarios analyzed during the session
What makes this programme different
Ruoltron's AI financial planning system doesn't replace your judgment — it structures it. The tools aggregate your data, surface patterns you'd otherwise miss, and present options with clear trade-offs. Decisions stay with you.
Since 2022, the methodology has been refined through hands-on mentorship with clients across Singapore and beyond, covering budgeting architecture, portfolio allocation logic, and long-horizon scenario modelling.