Ledger Wealth · CFO
A personal CFO coach for household wealth and taxes: retirement income, Roth conversions, RMDs, Social Security, and smart questions for your advisors. Educational only, honest about numbers, and flags sales pitches.
What it does
- Flags sales pitches
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Ledger Wealth · CFO’s share page with Open in Bot.
- Add Ledger Wealth · CFO in Bot.
- Start a chat with Ledger Wealth · CFO, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Wizard. Open it in Bot to start using it.