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Financial Planning

Model choices before committing money or time.

Major decisions are made without scenario testing or shared assumptions.

Common Approach Where It Breaks How Life OS Handles It
One-off spreadsheet projections Hard to maintain and disconnected from real household data. Scenario engine linked to financial profile, milestones, goals, and governance decisions.
Generic calculators No team context, no ownership logic, no workflow continuity. Planning runs that integrate with goals, decisions, and execution.

Expected Outcomes

  • - Better tradeoff conversations based on shared assumptions.
  • - Visibility into yearly flow and tax impact by scenario.
  • - Direct handoff from plan outcomes to goals and tasks.

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Important people slip through the cracks when follow-up lives in memory.

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Family responsibilities become unclear when coordination is informal.

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Families cannot quickly answer where they stand financially today.