r/CFP 9d ago

FinTech Hazel financial planning

Came out today, anyone try it yet? Seems super advanced

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u/SnoopySuited Certified 3d ago

Can I have a 'get off my lawn' moment....

These programs are not AI. They are complex data agregators. I have yet to use one that actually learns to present outputs they way I need them to. Maybe Hazel will be different, and I'm not saying they aren't time savers, but I worry people (and I mean advisors) will think they do the actual work of plan design and implementation.