Help me build this | Reset and Invest

Email*

1.First name*

2.Roughly how much do you have invested? (stocks, ETFs and options, IRAs and 401(k)s included; skip your home and any pension)*

Under $50K

$50K–$250K

$250K–$1M

$1M+

I'd rather not say

3.Who makes the calls on your portfolio?*

I do, all of it

Mostly me, with an advisor for part of it

Mostly an advisor

I'm just getting started

4.How do you use AI for investing today?*

I don't yet

I've tried an AI assistant (e.g. Claude, ChatGPT, or Gemini) a few times

I use it most weeks

I've built my own prompts or workflows

5.What's the most annoying part of managing your portfolio right now? (Ex: I never have time to read earnings, or I don't know when to sell.)

Characters remaining: 400

6.Open to a 15 to 20 minute call with me?*

Yes

Not right now, just add me to the waitlist