Frequently Asked Questions

Everything you need to know about Smart Money Rx

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Frequently Asked Questions

Why should I pay for financial advice when there are free resources online?

How can this service save me money if I'm paying a monthly fee?

What if I'm not satisfied with the service?

Can I try it before committing to a full year?

Why not just hire a traditional financial advisor?

Can AI really understand my unique situation?

What if I need to talk to a human?

I already work with a financial advisor. Can I still use Smart Money Rx?

How do I know your AI's advice is accurate?

What if the AI makes a mistake or gives bad advice?

Are you a fiduciary?

Is my financial data safe?

Will you sell my data or use it to train AI models?

What happens to my data if I cancel?

How quickly can I get started?

Do I need to be tech-savvy to use this?

What if I'm still in residency/fellowship? Is this worth it for me?

What documents should I upload?

Can you help with contract negotiations?

Can you help me decide between PSLF and refinancing?

Can you help with tax optimization (backdoor Roth, mega backdoor, etc.)?

Do you help with investment allocation?

How is this different from robo-advisors like Betterment or Wealthfront?

How is this different from White Coat Investor or other physician finance blogs?

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