Personal Wealth OS

Set up Wealth

Start with a simple snapshot — you can add details later. There's no wrong order, and nothing here is permanent.

Continue setup

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.

62%

6 of 10 steps complete

Four light steps left — about 8 minutes.

Setup checklist

Choose currency · EUR

Choose country / region · Netherlands

Set main wealth goal · Financial freedom

Add income · €5,400/mo

Add accounts · 3 added

Add fixed expenses · 6 added

Add debtsAdd

Add savings / investmentsAdd

Choose monthly review daySet

Generate first Wealth Snapshot

Add manuallyNo connection needed

What setup unlocks

Wealth Score & clarity indexReady

Next best actionsReady

Cashflow & budget viewReady

Freedom forecastNeeds investments

Your data stays private. AI insights are educational and planning-focused only — not financial, tax, legal, or investment advice.