Free Kit

Wealth on Autopilot:
Your AI Personal Finance Kit

Forget about generic AI financial advice that sounds like a fortune cookie. These 20 prompts turn any AI into a personal finance analyst — built around your numbers. Pair them with four spreadsheet templates and you have a system that gets sharper every time you use it.

The Prompts

20 copy-paste prompts across five categories — debt, income, wealth-building, spending, and protection — engineered for your specific situation.
The Setup

Each prompt comes with what data to gather before you start, what a useful output looks like, and one watch-out so you know when AI is bluffing.
The Spreadsheets

Four templates that hold your outputs over time, so your financial picture builds somewhere, instead of disappearing into a chat thread.

A System, Not a Session

One good prompt clears something up. Twenty of them, across debt, income, spending, and protection, with templates to store the outputs — that's a financial picture that actually builds and compounds.

Ready to set aside an afternoon and get your money in order?

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Wealth on Autopilot: Your AI Personal Finance Kit

The Prompts

A System, Not a Session

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Wealth on Autopilot: Your Personal Finance Kit

Wealth on Autopilot:
Your AI Personal Finance Kit