Specific input gives the app something real to work with.
The profile can include what you are working on, what you are doing now, who the goal should help, the result you want, and the resources available to you.
Relevance is checked, not assumed.
WealthBoost can ask for a better description when profile information is vague, random, contradictory, or unrelated to the subject. The purpose is to avoid building a profile around text that does not express a usable direction.
When the profile changes, the app can request new guidance so Home, Plan, Ideas, and the AI Coach use the updated direction.
The user remains in control.
You decide what to share and can update the profile when your direction changes. WealthBoost does not require access to a bank account and does not need your entire financial life to prepare guidance.