What a thirty minute interview actually covers

Goals, fears, timing, and the awkward parts a bank feed cannot see.

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Start with a question

No account. No bank link. The first answer takes seconds. A panel fills in as you talk or type so effort turns into visible progress. Five minutes produces a usable plan. Thirty minutes is optional depth.

What you tell us

The interview is built to capture the layer a feed cannot reach.

  • Goals, and when you need them by
  • Fears, constraints, the awkward parts
  • The move, the exit, the child not yet born

Voice or text. Speak it if a form would make you stall.

Then you get a written plan, free

Position, ranked goals with dates, and the first actions. Link accounts later, read only, to replace estimates with real numbers. Anserva never moves money.

The learned panel shows:

  1. What it has learned about you
  2. Gaps it still wants to ask
  3. Assumptions, shown
  4. The next question

After the interview

Goals become tracked objects. Notifications name the goal they affect. Life changes, the plan re-runs.

What stays true:

  1. Read only linking
  2. SMS account notifications
  3. Software, not investment, tax, or legal advice
  4. You can export, delete, or unlink
  5. Subscribe from pricing when you want monitoring

Why thirty minutes is optional

The build has to produce a usable plan from the first five minutes. The rest is depth, not a gate. Bank linking, not the interview, is the likelier place people pause, which is why linking is read only and never required to start.

After you finish:

  1. Keep the plan as a document
  2. Link accounts read only when you are ready
  3. Upgrade in one click from Free
  4. Core is $99 a year or $12.99 a month
  5. See pricing. No demo. No waitlist.

A note on advice

Anserva is software, not investment, tax, or legal advice. The interview is the product. Start it when you are ready.

Start the interview. Leave with a plan.

Five minutes gets you a usable plan. Thirty minutes gets you the full picture. No demo. No waitlist. Subscribe when you are ready.