BREAKING: Claude can now build your entire personal wealth operating system better than most financial coaches.
Here are 7 prompts to automate clarity, growth, and calm:
1. Full Financial OS Diagnostic
"Act as a financial systems architect. Review my current setup: accounts, automation, tracking, investments, insurance, taxes [paste]. Tell me the 5 biggest missing pieces or vulnerabilities in my 'wealth OS' and priority order to fix them."
2. Automated Monthly Money Flow Map
"Design my ideal monthly money flow automation: paycheck → different accounts → bills → savings → investing → fun. Include exact percentages or fixed amounts and bank/account recommendations. Numbers: [paste]."
🚨Stop using Claude as if it were ChatGPT. They are completely different tools.
Here's how to set it up correctly in 10 minutes👇🏼
(Save this for later 🔖)
Step 1️⃣
Download the Claude application.
Open the "Cowork" tab in Claude. This is not a chatbot.
It's installed on your computer, reads your files.
Step 2️⃣
Select the correct model.
Select Opus 4.6.
Activate Extended Thinking.
Force Claude to think (don't skip this❗️
Step 3️⃣
Create a Google Docs document about yourself.
📌What do you do.
📌How do you communicate (formal, informal, direct)?
📌An example of a piece of writing you're proud of.
Step 4️⃣
Keep what you like. Write what you reject.
"I like clear writing" → useless.
"I never use 'leverage' as a verb, never start with 'In today's world', I prefer repeating a word over using a synonym" → useful.
💡80% of your file should be what you would never say.
Save it in .md format on your laptop 📥