Builders Day
A one-day workshop where financial planners come together to build their own bespoke tools with AI.
Applications for Cohort 4 are now closed. Subscribe to The Builder Brief to be the first to know when the next cohort opens.
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What Is This?
Build toolsmagic for your practice. No coding required.
Builders Day is a virtual day-long workshop where financial advice professionals build their own custom tools using Claude. Cohorts 1 through 4 sold out--subscribe to The Builder Brief to be the first to know when the next one opens.
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 with a tool you built yourself--one you can put in front of clients the same week.
How likely are you to recommend Builders Day to a fellow advisor?
0.0 out of 10respondent average score as of May 21, 2026
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.
I loved getting inspired by the cohort. Everyone was working on such meaningful projects, and hearing what they were building pushed me to think bigger and reach for things I hadn't even imagined before.
There is a zero percent chance you leave without your mind being a little bit blown.
Just do it. Give yourself the gift of uninterrupted work time, cocooned in ideation, conversation, and support with like-minded, kind, funny, and creative people. Oh, and you get a cool thing at the end.
The Day
How it flows
"I was literally floored that the thing I wanted to build worked. I thought for sure I would have more difficulty or hang ups. While it wasn't a perfect product/ready to launch, it was a perfect V1."— Ashley Quamme, Beyond the Plan
"Going from never really using it to actually being able to build something was incredible."— Harry Sommers, Root Financial
"Join because you have an idea or ideas for products you want to build, but stay for the community. It was incredible."— Cristina Livadary, Mana Financial Life Design
The Details
What you need to know
Why an application? Builders Day cohorts are curated based on the kinds of tools people want to build. That mix--novices alongside experienced builders, across different practice types--is a big part of what makes each day good. When the next cohort opens, applications will be how we put it together.
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.
Stay Connected
Be first to know when Cohort 5 opens
Cohort 4
Applications Closed
Cohort 4 is full. Subscribe to The Builder Brief--that's where we'll announce when Cohort 5 opens, along with everything else happening at BuilderFP.
Interested in a private workshop for your firm? We offer Builders Day as a tailored team experience. Get in touch →
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