The Wealth Automation Engine

Stop Paying $3,000/Year for Advice You Can Automate in 15 Minutes

Right now you have money sitting in four different accounts, no idea if your allocation is right, and you’re either paying a financial advisor $2,000–$5,000 a year to tell you what to do or you’re guessing — and either way, you’re losing ground. The problem isn’t that you’re not trying — it’s that you’re making monthly investment decisions without a system, which means you’re leaving employer match money on the table, over-contributing to the wrong accounts, and getting hit with avoidable taxes every year. The Wealth Automation Engine gives you seven pre-built tools: a multi-account portfolio dashboard that consolidates your 401k, IRA, HSA, and brokerage in one view, a monthly capital allocation calculator that outputs exact dollar amounts per account based on your income, a tax-optimized sequencing framework that tells you which account to fund first and why, a rebalancing calculator that flags drift and generates specific trade instructions, and three more systems that track milestones, score new investments, and run your annual audit. Get the Wealth Automation Engine for $47 — less than 15 minutes of a financial advisor’s time, and it works every month for the rest of your life.

Who This Is For

• W-2 professional earning $80K–$130K who has a 401k, a Roth IRA, and a brokerage account open in three different tabs with no idea how much to put in each one this month
• Dual-income couple paying $200/month for a financial advisor who sends a quarterly PDF they don’t understand and never tells them exactly what to do
• Freelancer with variable income who skips investing in high-expense months and over-invests in good months because there’s no system telling them what the right number is
• Mid-career professional who hasn’t rebalanced their portfolio in two years, suspects their allocation has drifted badly, and doesn’t know how to fix it without triggering a tax event

What’s Included

• Multi-Account Portfolio Dashboard (Excel + Google Sheets) — consolidates your 401k, IRA, HSA, brokerage, and crypto into one view with automatic drift alerts so you stop flying blind across five separate logins
• Monthly Capital Allocation Decision Matrix (Excel Calculator) — input your income, get exact dollar amounts to invest in each account this month, with employer match maximization built in so you never leave free money behind
• Tax-Optimized Investment Sequencing Framework (Visual Decision Tree + PDF) — tells you which account to fund first based on your tax bracket, income trajectory, and retirement timeline so you stop defaulting to the wrong account
• Automated Rebalancing Calculator (Excel Worksheet) — scans your holdings, identifies drift over 5%, and outputs specific trade instructions like ‘Sell $1,200 of Bond Fund in 401k, Buy $1,200 S&P 500’ so you stop guessing what to do quarterly
• Investment Vehicle Comparison Scorecard (Excel + PDF) — scores any new investment across 12 criteria with weighted totals and a clear Buy/Pass threshold so you stop making emotional decisions about where to put new money
• Wealth Milestone Tracker and Projection Engine (Excel Dashboard) — shows exactly how many months to your next $100K, $250K, or $1M milestone based on your current contributions and three return scenarios
• Annual Wealth System Audit Checklist (PDF + Notion Template) — 47-item quarterly protocol that catches missed contribution limits, outdated beneficiaries, fee creep, and tax-loss harvesting windows before they cost you money

See The Fix In Action

The Cost of Doing Nothing

Financial advisors charge $2,000–$5,000 per year — and the majority of what they do is answer three questions: how much should I invest this month, where should it go, and is my allocation still right? Those are not complex questions. They are systematic questions that a properly built calculator answers in under five minutes. The average professional earning $100K is leaving $4,000–$8,000 per year on the table through missed employer match, wrong account sequencing, and allocation drift they never catch — not because they’re careless, but because they have no system.

People without a wealth system do the same thing every month: they move money to whichever account feels right, skip rebalancing because it’s confusing, and find out in April that they over-contributed or under-contributed to the wrong account. People with a system know their exact number before the 5th of every month, rebalance quarterly in under 30 minutes, and compound the difference in tax savings alone into tens of thousands of dollars over a decade. The gap between those two people is not income — it is infrastructure.

What This Fixes For You

• ✅ No more guessing how much to invest — the Monthly Capital Allocation Calculator outputs your exact dollar amounts per account in under 60 seconds based on your income
• ✅ No more paying for advice you can automate — this system replaces the three core functions your financial advisor charges $2,000–$5,000/year to perform
• ✅ No more missing employer match — the built-in maximizer ensures your 401k captures every dollar of free money before allocating anywhere else
• ✅ No more drifting allocations — the Rebalancing Calculator flags when any asset class exceeds 5% drift and generates specific trade instructions so you know exactly what to do
• ✅ No more emotional investment decisions — the 12-criteria Investment Scorecard outputs a numeric score and a clear Buy/Pass verdict on any new opportunity before you commit money

Every month without this system is another month of wrong allocations compounding in the wrong direction.

Filed under: Finance

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