AI · Coach

Your blueprint is the WHAT.
The Coach is the WHEN.

A weekly nudge tuned to your Master Plan. An on-demand operator chat that already knows your numbers. A second pair of eyes the moment a real-money decision lands on your desk.

7-day refund · cancel any time · Stripe-secured

The AI Coach sitting beside an operator at their laptop, reviewing live data overlays

How the Coach works

Three loops, one operator.

AI hand offering a glowing orb of knowledge
Step 01

Read your blueprint

On day one the Coach ingests your full Master Plan — every category, every constraint, every horizon line you flagged in the compass. From minute one, every answer is shaped by what's actually true about your money.

AI mentor sitting beside an operator at their laptop, reviewing data
Step 02

Weekly nudge + on-demand chat

Every Monday morning, the Coach sends a one-screen check-in: what to act on this week, what to ignore, what's drifting. Then it's on standby for whatever lands on your desk between nudges — no rate limit, no canned answers.

Coach presenting an analyzed brain of options to the user
Step 03

Second pair of eyes on every move

About to pull the trigger on a big spend, a debt payoff, a new income stream? Paste the situation, get a structured read — opportunity cost, ROI math, red flags, and the operator-grade move you'd take. Faster than a CPA. Cheaper than a CFP.

Coach Tiers

Match the Coach to your stakes.

All tiers anchor to your Master Plan. Upgrade or downgrade any time. 7-day refund on the first month.

Spark

Get rolling.

$49/mo
  • Weekly Monday nudge tuned to your blueprint
  • On-demand chat (50 messages / mo)
  • PDF questions answered — verbatim citations from your plan
Start with Spark
Most operators land here

Compass

Most operators land here.

$129/mo
  • Everything in Spark
  • Unlimited chat — no per-message ceiling
  • Real-money decision reviews (paste the situation, get a structured read)
  • Quarterly portfolio + cash plan recalibration with the Coach
Start with Compass

Atlas

For operators with stakes.

$249/mo
  • Everything in Compass
  • Priority response window (Coach drafts inside 4 hours, even on weekends)
  • Quarterly 1:1 with Graham (45-min audit, recorded)
  • Founder-tier perks + lifetime locked price
Start with Atlas

Common questions

Before you activate the Coach

AI. Specifically, the Coach is a fine-tuned Claude-class model anchored to YOUR Master Plan PDF and your compass-intake profile. Atlas tier includes a quarterly call with Graham (the actual operator behind MoneySmith); Spark and Compass are pure-AI tiers.

Your blueprint is waiting. Pair it with a Coach.

Run the free 6-question compass intake → get your Master Plan PDF → activate the Coach the moment you want a co-pilot for the next 90 days.

Start the compass intake →