Money by Design
Get clear on your numbers, design a plan around what you value, automate the routine parts, think like a patient investor and test side-income ideas — with AI as your research and planning assistant.
Who it's for
Someone who wants one connected system for their money, not a stack of separate tips, and who would like to use AI tools carefully to do the tedious parts faster.
What's inside
- 5 modules, 20 lessons, delivered as a Sensei course you work through at your own pace
- The Money by Design Workbook (PDF), including:
- – The one-page money dashboard
- – The values and trade-offs worksheet
- – The paycheck flow map
- – Your personal investing rules template
- – The 30-day income experiment tracker
- – The AI prompt library for personal finance
- An AI prompt to try in most lessons, with privacy guidance
- Lifetime access to the course and every update
Module overview
Why this one
Most money advice arrives in pieces: a budgeting tip here, an investing rule there. This program connects five areas in order — clarity, design, automation, mindset and experiments — so each step builds on the last. AI is used as a helper for sorting, drafting and stress-testing ideas, never as a replacement for your own judgment or a licensed professional.
Money by Design
Price: $197 · one-time · lifetime access
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Educational material from Smart Money Financial. Not financial, investment, tax or legal advice. Investing involves risk, including loss of principal. Earnings vary and no result is promised.