Protect what you've built

Protection & readiness

The quiet layer that keeps a setback from becoming a crisis — emergency fund, insurance, documents, tax and security.

Sample finance data · demo. The balances, transactions, income, categories and figures on this page are illustrative — Life Mastery has no bank or account connection and never syncs your money. Your real local items live in Goals and Wealth.

58%

Protection readiness · 58%

Two strong areas, three to strengthen. Action recommended.

Grow emergency fund

Emergency fund4.3 of 6 months

Partial

Top up

InsuranceHealth, liability, contents

Needs review

Two policies haven't been reviewed in over a year.

Important documentsVault

Incomplete

Add your will, deed and policy PDFs.

Open vault

Account security2FA, password health

Good

2FA on all financial accounts.

Tax readinessReserve & documents

Needs work

Tax reserve at €4,200 — aim for 25% of business income.

Risk checklistEstate basics

3 open

Beneficiaries, emergency access, key contacts.

Tax, insurance and estate guidance here is generic and configurable by region. Educational only — not legal, tax, or financial advice.