Where the financial advice community goes to survivethrive in the age of AI.
Builders Day
A one-day workshop where financial planners come together to build their own bespoke tools with AI.
Applications close April 30
Apply Now →
What Is This?
Build toolsmagic for your practice. No coding required.
Builders Day is a virtual day-long workshop where financial planners build their own custom tools using Claude Cowork. Cohorts 1 and 2 sold out fast — and Cohort 3 is now open for applications. June 5, 2026.
This is designed for solo planners and those at small-to-mid-size firms who want to offer a more elevated, personalized client experience. The more of a novice you are, the better. Seriously.
You'll leave the day with something real — a working tool you built yourself that you can immediately use with your clients.
Don't Take Our Word for It
What Builders Day alumni are saying
It's incredible what a good prompt can do. As much as I've been told this, I think using it for real cases has really lit a fire to do more.
I've tried a lot of online workshops over the years, and this is by far the best one I've been a part of.
I just loved being part of a group that is actually using these tools to build as financial advisors — really inspiring. That feeling that anything is possible is what I am taking away. Never in my life did I think I would be able to do some of these things, and I'm thrilled by it.
The Day
How it flows
9:30 AM – 4:30 PM CT, via Zoom
The Details
What you need to know
Why an application? There has been so much demand for Builders Day that we now have the opportunity to curate each cohort based on the kinds of projects people are thinking about and working on. This helps us create a richer, more collaborative experience for everyone in the room. If you don't get selected for this cohort, it doesn't mean your ideas aren't good — it just means you might be a better fit for a future one.
Want a Builders Day for your whole firm?
We offer private workshops tailored to your team's goals and workflows. Pricing starts at $5,000.
Inspiration
Tools I've built for my own practice
Need some inspiration? Here are a few examples of what's possible — and what you could build on Builders Day.
Other Fun Projects
Your Host
Meet Andy
Andy Baxley, CFP®
Financial planner, former teacher, and tinkerer. Andy is the founder of Two Trails Financial Planning and a father of two wonderful and mischievous young boys.
He built every tool on this page — and this entire website — without writing a single line of code. Now he's on a mission to help other planners do the same.
Join Cohort 3
Two ways to get involved
Apply for Cohort 3
June 5, 2026
Tell us a bit about yourself and what you're hoping to build — or just what excites you about learning. You don't need a fully formed idea to apply.
Application received!
Thanks for applying! You'll be notified by May 15 if you've been accepted into Cohort 3.
Stay in the Loop
Not ready to apply?
No worries. Join the mailing list and you'll be the first to hear about future cohorts, new tools, and everything BuilderFP.
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No commitment — just staying connected.