/aiUpdated September 2026

How I use AI.

AI does the first draft. I check it, and I own what goes to a client.

I use AI for

First-draft research
Summarizing long documents
Outlines
Code for small tools, like the calculators in
Proofreading

I don't use AI for

Final numbers I haven't re-run myself
Opinions written in my voice
Anything with real client information, outside firm-approved tools

On this site

Every example uses fictional people and numbers.
This site was built with Claude. I built with Claude.

Useful guidance on using AI responsibly in financial planning, covering accuracy, completeness, conflicts of interest, bias and client privacy:

CFP Board guide ↗ · FP Canada guidance ↗

Tools I use →How I work →