Money Administration
Answer a few questions about your situation and get a multi-section document with specific recommendations, timelines, and next steps — delivered as an online page and downloadable PDF.
Multi-section document, not a chat reply
Specific to your goals and constraints
$9.99 — one-time, no subscription
Ready in ~15-20 min
What you'll receive
- ·A 5-8 section document built from your answers — not a generic template
- ·Actionable steps, timelines, and recommendations
- ·Online viewer in ~15-20 min plus downloadable PDF
- ·1 free AI refinement included — update inputs and regenerate
Choose your blueprint
4 blueprints — $9.99 each
Bill Auto-Pay Setup Guide
Eliminate late fees and fraud risks with a vendor-by-vendor autopay system using the 3-2-1 Security Protocol and bank alerts.
PDF download included·1 free AI refinement included·$9.99 each
Post-Data-Breach Credit Freeze Guide: Three-Bureau Lock Instructions for Identity Theft Victims
Individuals affected by data breaches immediately secure their credit reports with step-by-three-bureau freeze instructions.
PDF download included·1 free AI refinement included·$9.99 each
Monthly Money Review Checklist: Account Balances, Fraud Scan, Bill Confirmations & Subscription Audit
For fraud-conscious account holders: a 5-minute monthly audit to detect unauthorized transactions and subscription creep.
PDF download included·1 free AI refinement included·$9.99 each
Unclaimed Funds & Dormant Account Locator: 7-Step Search Method for US & UK Residents
For heirs and estate planners: a systematic recovery process to locate forgotten accounts and unclaimed assets nationwide.
PDF download included·1 free AI refinement included·$9.99 each
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