How to use voice, and privacy
Say “help” for commands: open dashboard · how much is in LIVE · set housing to 1200 · add income paycheck 2000 biweekly · add goal vacation 3000 · add debt car loan balance 5000 minimum 200 · print report. Every change is read back and needs your yes. With hands-free follow-ups on, the mic reopens briefly after each spoken answer and stops after one turn or silence; turn it off anytime. Privacy: voice uses your browser’s built-in speech services, which may send audio to the browser vendor (e.g. Google in Chrome, Apple in Safari). This app does not record or store audio or transcripts and uses no AI model: answers are calculated by the app in your browser from your saved plan. The mic only listens after you tap it.
Educational organization tool. It does not provide investment, insurance, tax, legal, credit, or lending advice, does not predict results, and never moves money. Departments are labels, not prescribed strategies. Plan B Wealth Strategies LLC · Terance Thomas, California licensed insurance producer, License #0I72496 (Life). Insurance products are offered by Terance Thomas individually, under his own license, and he may be compensated if you purchase one. Buying a product is never required to use this app or its lessons. Your entries are saved to your pilot login on this program’s server and are not shown to other members. Plan B Wealth Strategies can see your progress (steps and lessons completed, last login) to support your training, but not your amounts or notes. Data is not encrypted at rest, and whoever operates the server can technically access the stored files, so avoid entering anything you wouldn’t share with the pilot team. Keep a printed copy of your plan.