Starter pack · $19 once

Mom the Wealth Manager

The negotiator. The disputer. The filer.

Three workflows. $19 once. Yours forever.

Buy Mom the Wealth Manager, $19

30-day money-back guarantee. One-time purchase.

Three workflows

Chosen for the life you are living right now.

Yours forever

One-time purchase, no recurring charge.

Any AI tool

ChatGPT, Claude, Gemini, Copilot.

30-day refund

$19 back, no questions.

What is in it

Three workflows, chosen for the life you are living right now.

What each one does for you depends on the AI tool you bring. Set the toggle to match your plan and the outcomes update for every workflow below.

Do you plan to use a paid AI tool?

Showing what a free chat tool (ChatGPT, Claude, Gemini) does for you, no subscription required.

01Money & Home

Bill Negotiation Kit

On a free AI tool

Paste in your cable, mobile, or insurance bill and get the exact retention script to read, line by line.
Know the real number to ask for and the three fallbacks before you dial.
Walk away from a single call with a credit or a lower rate, in your own words.

02Health & Care

Insurance Appeal Kit

On a free AI tool

Paste in a denied claim or EOB and get a clean, citation-backed appeal letter to send today.
Decode what the insurer actually said and which rule they broke.
Get the next-step plan for prior auth, a parity claim, or a second appeal.

03Money & Home

Tax Prep Pre-Read

On a free AI tool

Paste in last year's return and get a plain-language checklist of what to gather this year.
Turn the shoebox into a clean summary your CPA can work from, or a self-prep walkthrough.
Catch the deductions and documents people forget, before April.

How it works

One-time purchase. Permanent access. Works with free AI tools.

The pack is a one-time purchase that gives you permanent access to these three workflows. The prompts run on ChatGPT, Claude, Gemini, or Copilot. Free versions of those tools work great, and a paid plan unlocks the automated version.

What you keep with the pack

The 5 free workflows everyone keeps: calendar, weekly planning, inbox, meals, monthly budget.
The Family Profile setup, so every workflow already knows your household.
The three workflows in Mom the Wealth Manager, yours forever.
Prompt updates for those three workflows as the AI tools change.

What the pack leaves out

The other paid workflows in the library, beyond your three.
The full member portal, with bookmarks, notes, and saved progress.
Prompt updates for workflows outside your pack.
Want all of it? Annual is $189/year, and $397 Lifetime covers everything forever.

Buy Mom the Wealth Manager, $19

Upgrade to Annual and your $19 comes off.

The $19 you pay today is not a sunk cost. When you decide to step up to $189/year, we honor the pack price against your first year. Email us and we credit it. The pack is your first step toward the full library, never a separate purchase.

Or open the whole library

Three workflows solve this season. All 47 are ready for the next one.

The pack handles the role you are playing today. Membership hands you the whole library the day life changes again, plus the Family Profile portal, prompt updates as the tools move. Pick the door that fits.

Monthly Membership

Month to month

$19/month

The full library with no year-long commitment. Open it for the busy stretch, pause when life calms down.