Personalized Strategy Documents

Reveal your
financial potential.

Generate your personalized income blueprint. AI-engineered from your intake answers — delivered as a PDF strategy document to your inbox.

30-day money-backSee sample before you payBuilt in 2 minutes
The Deliverable

What's Inside Your PDF

Every document contains these 8 sections. Depth scales with your chosen plan tier.

Buyer Profiles

Who This Is For

The intake form captures your situation and matches your plan to it. Here's how different starting points map to different outputs.

Starting from zero

Budget under $100, no existing clients or skills.

Your plan focuses on service or content models that earn from your time, not your capital — with zero or near-zero upfront cost.

Freelance writingSocial media managementContent creation

Employed, want a side income

Working full time. 5–15 hours per week available.

Your plan focuses on high-margin freelance, digital products, or low-maintenance income models that don't need constant attention.

Digital productsConsultingAutomated dropshipping

Capital ready to deploy

You have $1,000–$10,000 and want to put it to work.

Your plan focuses on e-commerce, SaaS, or scalable digital asset models with projected return timelines and capital requirements.

E-commerceSaaS toolsContent sites
Start Here

Build Your Blueprint

This is where your consultation begins. Answer a few questions below and our engine generates a personalized Master Plan PDF tailored to your goals, constraints, and ambition level — plus full Signal Map access.

Money Compass · Precision Navigator

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The Process

How It Works

Four steps from intake to inbox. No back-and-forth, no waiting on a person.

01

Choose Your Plan

Select a plan tier that matches how much depth you need.

02

Complete Your Intake

Fill in 6 fields: your niche, sub-niche, financial status, investment horizon, mindset type, and email.

03

AI Builds Your Strategy

Your answers run through an AI system trained on 25 income niches. It maps your profile to a structured strategy document — the same research a consultant would charge $300–$500 to compile manually.

04

Receive Your PDF

Your strategy document arrives in your inbox within the timeframe you selected at checkout.

System architecture in motion

Real Results

Trusted by real people

Every plan is built for one person — the one who filled out the intake form. Here's what our customers say.

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Customers served

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Plans delivered

4.9 / 5

Average rating

Verified Reviews

What Clients
Are Saying

Real feedback from clients who've received their personalised strategy document.

Your Voice Matters

Share Your Experience

We value your feedback. Submit your review below.

4.5
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Why We Built This

A note from the founder

Most income advice online is either too vague to act on, or too generic to apply to your actual life. "Start a blog." "Invest in crypto." "Just freelance." These answers aren't wrong — they're just not yours.

I built MoneySmith because I kept asking the same question: what's the most realistic path to more income for someone exactly like me? Not for a 22-year-old with no obligations, not for someone with $50K to invest — for me, with my background, my constraints, and my actual goals.

The answer changes for every person. That's the whole point. Our strategy plans aren't templates — they're built from scratch for the person who fills out the intake form. The Signal Map behind them runs real niche analysis on real market data. The plans tell you what to do first, why, and how to avoid the mistakes most people make in that exact space.

If you're skeptical — good. You should be. That's why there's a 30-day money-back guarantee and real testimonials from real customers. We want to earn your trust, not assume it.

MoneySmith

Graham

Founder, MoneySmith

Why most buyers pick Compass

The middle tier does the heavy lifting.

Spark gets you the blueprint. Atlas adds 1:1 access. Compass is the tier most founders stay on — full Signal Map, weekly check-ins, priority response.

Tier popularity
63%of buyers pick Compass

The Signal Map upgrade alone is a $99 value — bundled into Compass at no extra cost.

Compass

I went in thinking I'd grab the cheapest tier, but Compass paid for itself the first week. The Signal Map alone reframed where to put the next $5K.

MT

Marcus T.

Operator · Compass tier

What sticks at this tier
  • ·Full Signal Map — the niche-analysis engine behind every plan
  • ·Weekly accountability check-ins, not monthly
  • ·Priority chat response from your AI wealth coach
See all reviews
AI Wealth Coach

Your money coach. Available 24/7.

One-time blueprints work. But money decisions happen every week. Your AI coach knows your blueprint, holds you accountable, and answers questions when they matter.

4.9avg rating·100+ blueprints delivered·7-day money-back

Spark

Start your wealth coaching journey

$43/month

Billed every 3 months · $129/qtr

  • Money Compass blueprint PDF
  • AI wealth coach chat (24/7)
  • Monthly mindset check-in email
  • Cancel anytime

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Most Popular

Compass

Most popular — full guidance system

$114/month

Billed every 3 months · $342/qtr

  • Everything in Spark
  • Full Signal Map access ($99 value)
  • Weekly accountability check-ins
  • Spending pattern reviews
  • Priority chat response

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Atlas

Premium — for people who want a real coach

$219/month

Billed every 3 months · $657/qtr

  • Everything in Compass
  • Monthly 1-on-1 Loom feedback from Graham
  • Custom asset allocation review
  • Direct text/email access
  • Quarterly wealth strategy session

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7-day money-back guarantee on your first month. No contracts, no auto-bumps, cancel from your dashboard with one click.

Want to see what the blueprint PDF looks like first? See a sample blueprint →

Compare plans

Spark vs Compass vs Atlas

Every coaching feature, side by side. No fine print.

Spark$49/mo
  • Money Compass blueprint PDF
  • AI wealth coach chat (24/7)
  • Mindset check-insMonthly
  • Full Signal Map access
  • Spending pattern reviews
  • Priority chat response
  • Monthly 1-on-1 Loom from Graham
  • Custom asset allocation review
  • Direct text/email access
  • Quarterly wealth strategy session
Compass$129/mo
  • Money Compass blueprint PDF
  • AI wealth coach chat (24/7)
  • Mindset check-insWeekly
  • Full Signal Map access$99 value
  • Spending pattern reviews
  • Priority chat response
  • Monthly 1-on-1 Loom from Graham
  • Custom asset allocation review
  • Direct text/email access
  • Quarterly wealth strategy session
Atlas$249/mo
  • Money Compass blueprint PDF
  • AI wealth coach chat (24/7)
  • Mindset check-insWeekly + 1:1
  • Full Signal Map access$99 value
  • Spending pattern reviews
  • Priority chat response
  • Monthly 1-on-1 Loom from Graham
  • Custom asset allocation review
  • Direct text/email access
  • Quarterly wealth strategy session
Common Questions

Before You Buy