A money playbook — not a money guru

You don't need a money guru.
You need a plan you'll actually follow.

Wealthsy is a clear, calm money playbook for people who don't love finance but want to stop winging it. Built by someone figuring it out in real time — not selling you anything you don't need.

6 modules 58-page playbook ~90 minutes to complete No advisor, no upsells
$100K
The first milestone, unpacked
6
Modules from chaos to compounding
0
Jargon, judgement, or sales pitches
Who this is for

If you've ever felt quietly behind on your money — this is for you.

Not for day traders. Not for people who already have a planner. For the rest of us — trying to build something without the money-guru energy.

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The first-gen earner

You're the first in your family to make real money. Nobody passed you a playbook, so you're building one.

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The quietly winging it

You make good money but don't actually know where it goes. You've been meaning to "sit down and figure it out" for two years.

The chasing $100K

You're close to your first six-figure net worth and want a path that doesn't require giving up your life to get there.

What's inside the playbook

Six modules. One calm path.

Each module is short, practical, and built to be finished in a single sitting. No homework you'll never do.

01

Your money personality

Six archetypes from Psychology of Money. Figure out the lens you're already using — and where it helps or hurts.

02

The Money Map

A clean allocation framework for every dollar coming in — needs, wants, future you, freedom.

03

The runway

Emergency fund, debt triage, and the base layer nobody wants to talk about but everyone needs.

04

Starter portfolio match

Three ETF-based portfolios matched to your risk and timeline. Not advice — a starting point.

05

The $100K math

How long it takes to hit your first $100K at 8% — and the three levers that actually move the number.

06

Your 5-year accelerator

Earning avenues beyond your job — the honest version. What's real, what's hype, what fits your life.

How it works

From where you are to your first real plan — in one afternoon.

Step 01

Take the snapshot

Around 19 short questions about how you actually think about money — no income or expense disclosure required. About 6-8 minutes. No sign-up wall.

Step 02

Get your free snapshot PDF

Your Money Personality archetype, your real-life behavioural patterns, your first three moves, and a tailored preview of the full playbook — generated right on your device.

Step 03

Unlock the full playbook

A 58-page personalized PDF with all six modules, your starter portfolio match, and your 5-year accelerator.

The deliverable

A playbook that feels like a book — not a spreadsheet.

Editorial layout. Calm palette. Real numbers tailored to you. Designed to be re-read at the kitchen table, not buried in your downloads.

  • Personalized to your intake — not a generic PDF
  • Numbered modules, clear checklists, printable pages
  • Built around your archetype, your goal, and where you are today
  • Editorial format designed to be re-read, not skimmed once and lost
Module 05 · The $100K math
Your first hundred.
$1,850
Monthly invest
8%
Assumed return
4.2 yrs
To $100K

At your current pace, you'll hit your first $100K in 4.2 years. The three levers that actually move this number are: your savings rate, your debt drag, and the market's job — in that order.

"Compounding is quiet. It doesn't feel like much for years, and then one year it feels like everything."

One thing, done well

No tiers. No tricks.

One playbook. One price. Free snapshot if you just want to peek first.

The Wealthsy Playbook
Your personalized $100K plan
$49CAD
One-time. Delivered as a PDF, personalized to your intake.
  • +All 6 modules, personalized with your numbers
  • +Starter portfolio match (3 ETF-based options)
  • +Your 5-year accelerator with earning avenues
  • +Money Personality archetype + behavioural patterns deep dive
  • +Your $100K Trajectory math — built from your real numbers
Get your free snapshot first
30-day money-back guarantee
If the playbook doesn't feel useful to you, email me within 30 days and I'll refund every dollar. No questions, no friction.
Honest answers

The questions I'd ask too.

Is this financial advice?

No. I'm not a financial advisor and Wealthsy is a personal-finance playbook, not advice. Think of it as a thoughtful friend who's done the reading — not a professional you're paying for fiduciary guidance.

Who's it really for?

People living in Canada (citizens, PRs, work-permit holders, students, recent arrivals — anyone earning here) in their late 20s to early 40s, earning $60K–$200K, who feel "fine" with money but have no real plan. If you have a financial planner you like, you don't need this.

What makes it different from the 100 other money books?

It's personalized to your numbers, short enough to finish, and designed to be re-read — not another thing you bought and never opened. It's also built in the voice of a passionate amateur, not a financial professional pretending to be your friend.

What do I get for free vs. paid?

The free snapshot gives you your money personality, a starter Money Map allocation, and a first pass at your $100K track. The paid playbook is the full 58-page personalized PDF with all six modules and your five-year accelerator.

I just moved to Canada — does this apply to me?

Yes. The playbook is built for people living in Canada — citizenship not required. Citizens, PRs, work-permit holders, students, and recent arrivals are all welcome. Some accounts (TFSA, RRSP, FHSA) require a Canadian SIN and residency for tax purposes, but the principles work the moment you start earning here. The playbook calls out which accounts apply to which status so nothing assumes a Canadian-from-birth setup.

Can I get a refund?

Yes. 30 days, no questions, no friction. If the playbook doesn't feel useful to you, email me at hello@wealthsy.ca and I'll refund every dollar. I don't want your money if the playbook isn't earning it.

Start with the free snapshot.

Around 19 short questions. Six to eight minutes. No income disclosure, no financial details asked. You'll get a personalized PDF with your Money Personality, your real-life behavioural patterns, your first three moves, and a tailored preview of the full playbook — generated right on your device.

Start your snapshot →

Your answers never leave your browser. The only things I store: your email and your Money Personality archetype.