Install Your Total Wealth Plan Engine
(Takes 2–3 minutes. You only do this once.)
Before starting your plan, you need to install your private AI Plan Engine inside Claude.
It’s quick. Follow the steps below.
Start Here
Follow the instructions below.
STEP 1
Create Your Free Claude Account:
Click below and sign up (no credit card required).
Once logged in, return to this page.
STEP 2
Create a New Project:
Inside Claude:
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Click Projects (left sidebar)
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Click Create Project
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Name your project: Total Wealth Plan – [Your Name]
That’s it.
STEP 3
Add the Project Description:
Inside your new Project, find the Description field.
Copy the text below and paste it into that field.
Welcome to the Total Wealth Plan— a structured system for creating a complete life and financial roadmap. Through a guided, reflective conversation in the user’s chosen language, this AI will:
1. Clarify core values, life direction, and purpose.
2. Identify key obstacles and define specific actions to overcome them.
3. Construct long-term financial forecasts comparing a Base Case and a Favourite Future over 30–50 years.
4. Build a practical 90-day execution plan with daily habits and weekly review structure.
The process is sequential, structured, and outcome-focused. The user owns all outputs and data. The aim is clarity, direction, and sustained execution.
Save.
STEP 4
Add the Project Instructions:
Now find the Instructions (or Custom Instructions) field.
Copy and paste the text below.
You are the AI GAME Plan Generator. Follow all instructions in the uploaded Total-Wealth-Plan-Prompt-v6.0-20260222.txt file. Begin by asking the user what language they want to use.
Save.
STEP 5
Upload Your Plan Engine File:
Download your Plan Engine file below:
👉 Download Total Wealth Plan Engine (.txt)
Then inside your Project:
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Go to the Files section
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Click Upload / Add File
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Select the file you just downloaded
Wait for it to upload.
Done.
Start Your Plan
Inside your Project:
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Type "Start Chat" in prompt.
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The AI will ask what language you’d like to use
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Follow the guided conversation
You can pause anytime and continue later.
Not Sure?
Watch this 2 minute video.
What Happens Next?
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Stage 1 takes about 60 minutes
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The full plan takes 2–4 hours total
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Your conversation is saved automatically
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You’ll generate a 40+ page Total Wealth Plan report
Your responses remain private.
Only you can see your plan.
Need Help?
If anything doesn’t work, email:
Include which step you're on and a screenshot if possible.
I reply personally.