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LegacyPath AI Personal Wealth Planning System

Your Financial Future Starts Here

Build wealth today.
Create a legacy tomorrow.

Measure your financial foundation, turn goals into trackable actions, organize assets, build a family learning plan, and document your progress over time.

0Wealth Score
Estimated Net Worth
$0
Assets minus liabilities
Total Assets
$0
What you currently own
Legacy Goal
$1,000,000
Target wealth to build or leave
Overall Progress
0%
Across roadmap, education and legacy planning

Your Next Actions

These are pulled from your active roadmap and planning modules.

Progress Overview

See exactly where your plan is moving and where it has stalled.

Recent Activity

Saved Net Worth History

LegacyPath AI is an educational planning and organization tool. It does not provide personalized investment, tax, legal, insurance, accounting, or financial advice. Projections are illustrations, not guarantees.

Progress Center

Track completed actions, saved snapshots, family learning sessions, asset plans, and legacy readiness in one place.

Overall Plan Completion

Current Progress0%

Net Worth History

Save snapshots over time to see whether your financial position is changing.

Milestones Reached

Activity Log

Generational Wealth Score

Complete the assessment, see the weak areas, then turn the recommendations into roadmap tasks.

Your Score

Generational Wealth Score0 / 100
Complete the assessment to generate your personalized summary.

Score Breakdown

Net Worth Tracker

List what you own and owe, then save dated snapshots to measure progress.

ItemTypeCategoryValue / BalanceNotes
Assets
$0
Liabilities
$0
Net Worth
$0

Snapshot History

Your Wealth Roadmap

Select goals and LegacyPath will create actionable tasks you can date, work, complete, and track.

Select Current Goals

Add a Custom Action

Roadmap Progress

Tasks Completed0%

Active Roadmap Actions

Change status, set a target date, add notes, and mark work complete.

Wealth Gap Analyzer

Compare your target legacy with a planning projection, then turn the gap into specific actions.

Growth assumptions are for illustration only. Actual returns can be higher, lower, or negative.

Your Legacy Projection

Projected Value$0
Estimated Gap$0

Saved Gap Scenarios

Save scenarios to compare how different contributions, timelines, and assumptions change the gap.

Asset Builder

Move beyond reading about assets. Start a plan, set a target, work milestones, and track progress.

Create / Update an Asset Plan

Your Active Asset Plans

Wealth Calculators

Run scenarios, save useful outputs to your roadmap, and download the results.

Investment Growth

Illustrative Future Value$0

Emergency Fund

Additional Amount Needed$0

Debt Payoff

Estimated Payoff Time—

Property Equity

Estimated Net Equity$0

Seller-Financing Spread

Your Payment$0
Buyer Payment$0
Monthly Spread$0

Monthly Amount Needed for Legacy Goal

Illustrative Monthly Amount$0

Family Wealth Education Planner

Create actual scheduled learning sessions, complete them, add notes, and track progress.

When you click Create Learning Plan, LegacyPath creates six saved sessions below. Completing a session updates your Progress Center automatically.

Learning Plan Progress

Sessions Completed0%

Your Saved Learning Sessions

Family Legacy Checklist

Track organizational steps, target dates, and notes. Use professional advisors where legal, tax, insurance, or financial advice is required.

Legacy Readiness

Checklist Completed0%
This is an organization checklist, not legal document creation. Use it to prepare for conversations with qualified professionals.

Next Legacy Actions

Protection & Transfer Checklist

AI Wealth Coach

Get detailed educational action plans using your saved LegacyPath data. Configure live AI under Settings if desired.

Built-In Guidance

Your Current Context

How to Get Better Answers

1
Complete your Wealth ScoreThe coach can then identify weak areas.
2
Add your assets and liabilitiesThis gives the coach a net worth context.
3
Build your roadmapThe coach can reference unfinished actions.

Reports Center

Download your work as branded PDF reports at any point. Your name and report information come from Settings.

Data Backup

PDF reports are for reading and printing. Use a data backup if you want to restore your editable LegacyPath information later.

Settings & Profile

Add the information you want shown on downloaded reports and configure optional AI access.

Personal & Report Information

AI Connection

Available choices update automatically for the selected provider.
Security: A browser page cannot make a private API key truly secret. Secure server-side endpoints are recommended. If you choose direct API-key mode, the key belongs to the user and is used only from that user's browser. Leaving Remember API Key set to No keeps it out of saved LegacyPath data.

Data & Privacy

LegacyPath stores planning data in this browser using local storage. It is not synced automatically between devices.

Reset LegacyPath

Use this only if you want to permanently clear this browser's saved LegacyPath planning data.

Important: LegacyPath AI is an educational planning and organization tool. It does not provide personalized investment, tax, legal, insurance, accounting, or financial advice. Projections are illustrations, not guarantees.
Saved.
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