Northbridge Wealth
Planning conversations before advisor time.
Goal discovery, appointment preparation, education, and advisor handoff for financial-services teams.
FI
Northbridge Planning Assistant
Ready to assist
Welcome to Northbridge Wealth. I can explain planning topics, prepare advisor questions, and schedule a consultation. I cannot provide personalized investment advice.
Config-first demo
One showcase engine, tuned for financial services.
Each path changes the assistant identity, industry-safe disclaimer, prompt examples, response logic, actions, colors, launcher style, and chat window behavior.
Sample financial education only. Not investment, tax, or legal advice.