Your family's entire money life, on autopilot.
The complete build. Everything in the Foundation and the AI CFO, plus the automation, optimizers, and decision tools that run the whole thing for you, month after month.
The complete system, built with you
Six modules that take you from a working setup to a money machine that runs itself.
Full automation & auto-import
Your transactions flow in, get categorized, and update your numbers automatically. Set it once, then let it run.
The debt-payoff optimizer
Hand it your balances and rates and get the fastest, cheapest payoff plan, with the exact order and dollar amounts.
The savings-goal engine
Set goals for the emergency fund, the house, the kids, and watch the system tell you exactly what to set aside.
Big-decision modeling
Run any "can we afford it?" question, a move, a car, a private school, before you commit, with AI on your numbers.
The monthly review ritual
A repeatable 20-minute routine that keeps you and your partner aligned and the whole system humming.
Everything in the AI CFO
The context file, your private Claude Project, and the full power-question library are all built in.
All 9 spreadsheet tabs, done for you
What life looks like after
Your money runs itself
The busywork is automated. You just review and decide.
A real plan to be debt-free
An optimized payoff path with a date you can actually see.
Confidence on big calls
Model any major decision before you make it, not after.
You and your partner aligned
One system, one source of truth, one 20-minute monthly check-in.
The complete build, the AI CFO, all 9 tabs, and every future update, for life.
Get the Full SystemGood questions, answered
Is this overkill if I'm just starting out? +
If you're brand new, start with the free Foundation. The Full System is for families ready to automate everything and keep it running long-term.
Do I need to be techy? +
No. Everything is step-by-step with templates already built. If you can copy, paste, and follow along, you can do this.
Should I just buy the bundle? +
Almost always, yes. The $149 bundle includes the Full System and the AI CFO for less than the Full System costs on its own.
What if it's not for me? +
Backed by a 30-day money-back guarantee. If it doesn't help your family, email us for a full refund.