A personalised 40+ page life and financial roadmap — built from your values, your goals, and your real numbers.
Not a generic calculator. Not a product recommendation engine.
A structured plan that helps you think clearly about life, money, and the future you want to build.
What You'll Create
Your Total Wealth Plan combines life planning and financial forecasting in a single structured report.
Inside your plan you’ll see:
• A 40+ page personalised Total Wealth Plan • Clear life priorities and a 90-day action roadmap • A 30–50 year financial forecast comparing two futures • Your human capital and financial capital integrated in one model • A private, self-directed planning process
No product sales. No commissions. No external access to your data.
Start in 3 Simple Steps
Getting started takes less than a minute.
1️⃣ Register (30 seconds)
Enter your name and email to receive your access link.
2️⃣ Create a free Claude account
This powers the guided planning conversation. No credit card required.
3️⃣ Start your guided planning session
The AI walks you step-by-step through the full planning process.
That’s it.
What the Plan Helps You Do
Your plan is built through a structured conversation covering four stages.
GOALS
Clarify what really matters — values, purpose, priorities, and vision.
ACTIONS
Identify obstacles and create a practical 90-day roadmap.
MEANS
Build a complete financial picture and compare two futures:
• If nothing changes • If you execute your plan
EXECUTION
Install daily and weekly planning rhythms that turn intention into progress.
Time Commitment
Most people complete the plan in 2–4 hours.
You can pause anytime and continue later.
Many people complete it across 2–3 short sessions.
Built for a Global Audience
The planning system automatically adapts to your location.
• Available in 100+ languages • Local currency and inflation assumptions • Country-specific retirement ages and pension structures
Your Privacy Matters
Your planning conversation remains completely private.
• The Academy cannot see your responses • Your data is not stored by us • You download and keep your completed plan
This is self-directed planning.
When Do People Seek Guidance?
Most people complete the plan independently.
Some choose professional support during major life decisions such as:
• career transitions • retirement timing • business sale or restructuring • divorce or inheritance planning • financial stress or uncertainty
Guidance is available if needed — but never required.
Your Favourite Future Starts Here
Register. Start the conversation. Build your plan.
