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Braden Warwick
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Sep 3, 2026
Why This Financial Firm Built Its Own AI Tools Instead of Going Off the Shelf | Braden Warwick, Financial Planning Product Architect, PWL Capital
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Liam LawsonHOST
yeah Can I pause and ask you there, what have you seen in terms of the distribution of objectives, right? For me, I'm like, I want to be satisfied and have a happy life, but I'm curious what the average distribution of what people want is.

Braden WarwickGUEST
So I think from what I've seen, it's, there's usually multiple goals and we have a goals exercise on our website that I built and we have, we've seen some of the results come in from that.

Braden WarwickGUEST
And I've seen some cases where there's up to like 10, 15, 20 goals that people have entered in there.

Braden WarwickGUEST
Um, and you know, in practice with working with clients too, we try to, we try to map that out.

Braden WarwickGUEST
And the way I think about goals is you can you can categorize goals based on you know like some people when they're doing the goals exercise and and it's designed this way intentionally just to think through like all the different things you'd you'd like to spend on like whether it's vacations or hobbies or um you know you name it but it's just to think about what those what your goals are for for your money and for your cash flow and and try to prioritize them so that way you know like you know, if markets do really well, then there's, you can, your money goes even further.
30 MINS LATER

Liam LawsonHOST
So I'm curious how this deliverable has changed up until now and how you expect it to change into the future.