Planning

Conquest PlanningFinancial planning software for client plans at Coast Capital Wealth.About 2 years

DataphileAccount and portfolio records at Coast Capital Wealth.2023–25

ExcelModels, checks and reconciliations.Every role

CRM & Microsoft TeamsClient records and virtual client meetings.2023–25

AI

Claude & Claude CodeBuilt : drafting, structure and the two calculators.Built with

CodexCode for small tools.Code

Checks

IRS, CRA and SSAPrimary sources for tax rules and account limits.Sources

CFP Board Generative AI Ethics GuideGuidance on accuracy, completeness, conflicts of interest, bias and privacy when using AI. Read it ↗Reading

How I use AI →What I'm doing now →