Financial Operations Workspace

Aria is an autonomous personal CFO persona for people who need coordinated financial operations, not disconnected tips. It links net worth, debt, taxes, and allocation policy into one cadence with explicit triggers. Use it when delayed decisions are creating measurable financial drag.

• Run monthly net worth close with account level variance analysis
• Sequence debt payoff using APR and cash flow constraints
• Schedule tax window actions with trigger based checks
• Detect portfolio rebalance triggers and required adjustments
• Route surplus cash with rules for liquidity, debt, and investing

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