Build Your AI Financial Coach: A Tactical Workshop for Real Estate Agents

In this hands-on workshop, you’ll build your own AI-powered financial coach using ChatGPT — one that thinks like a CFO and helps you make smarter decisions with your real estate income. Whether you're just starting out or already closing deals, this class will help you turn commissions into true, lasting wealth.

• How to design your Wealth Snapshot and teach AI your unique financial picture
• Prompts that help you grow net worth, allocate capital, and minimize taxes
• Real estate-specific strategies (S-Corp setup, pre-tax optimization, income volatility planning)
• How to run monthly check-ins and financial reviews you’ll actually stick to
• Tools that integrate with your coach (like Monarch Money and business P&Ls)

Most agents hustle hard — but few turn their income into real wealth. This workshop is about changing that.

You’ll walk away with your own custom AI CFO ready to guide your financial life, built specifically for your real estate business and lifestyle goals.

Free to attend
Space is limited — registration required
Bring a laptop to build this live

Know what’s Happening Next — before everyone else does.

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Host or Publisher Rachel Heath and Shauna Thomas