Build your Wealth Blueprint
in 3 minutes.
Answer 12 questions. Get your target asset allocation, the exact order to fund your accounts, a retirement projection, and more. Every number comes with the reasoning behind it, so you can check the work instead of trusting a black box.
Educational illustration. Not investment, tax, or legal advice, and not a recommendation to buy or sell any security. No outcome is guaranteed.
Six outputs. All of them free, forever.
This is not a lead form dressed up as a quiz, and it is not a free sample of a paid tool. The Blueprint is free in full, permanently.
Target allocation
Your stock, bond, and cash split plus your international weighting, derived from your time horizon and how you actually behave in a drawdown.
Account funding order
Where every dollar should go, in sequence: match, HSA, Roth, 401(k), taxable. Move the slider and watch the dollars redistribute.
Retirement projection
Where your current contribution rate lands you, benchmarked against your age group, with a what-if slider showing the cost of waiting.
Wealth Engine Score
A single number for how well your money machine is built, with a line-by-line breakdown of where each point came from.
Tax drag projection
What an unoptimized portfolio quietly costs you over 30 years. Most people are surprised by this number, and it is the cheapest thing to fix.
Ranked considerations
Not a list of tips. A sequence ordered by estimated impact, built from your income, horizon, accounts, and match situation.
Three minutes, three steps.
Answer 12 questions
Nine profile questions, plus three Foundation checks: your cash buffer, any debt above 7% APR, and your employer match. No logins, no balances required.
Tell us where to send it
Your first name and email at the last step. That is the whole ask. No credit card required, no phone number, no sales call.
Your Blueprint opens
Immediately, in full, on the screen. Create a free account and it stays saved to any device, along with the first five lessons.
The Blueprint is free. Forever.
Every tool inside it, permanently: your score, your allocation, your funding order, your rebalancing check, your tax drag projection, and your action plan. Recalculate it whenever your life changes, at no cost. There is no premium tier of the Blueprint, because there is nothing held back from you. Invest with Prudie sells one thing: the 25 lesson course that teaches the reasoning underneath the Blueprint, so you can evaluate it yourself rather than trust it.
We do not sell your data
Your email is never sold, rented, or shared with brokers, advisors, or ad networks.
No account linking
We never request your brokerage login, your account numbers, or your Social Security number.
Unsubscribe in one click
Marketing email is a separate, optional checkbox. Your Blueprint opens either way.
✓ Build this if you
- ✓Have a 401(k), an IRA, and a brokerage account and are not sure which one the next dollar belongs in.
- ✓Want to see the reasoning, not just be handed an allocation.
- ✓Would rather run your own portfolio than pay 1% a year for someone to put you in index funds.
- ✓Suspect you are leaving money on the table through taxes, asset location, or an uncaptured match.
✗ This is not
- ✗A budgeting app. It does not track your spending or give you daily expense breakdowns.
- ✗A robo-advisor. Nothing is managed for you, no portfolios are built automatically, and nothing is sold to you.
- ✗A drawdown planner for people already retired. It is built specifically for the accumulation years before retirement.
- ✗A lead magnet for an advisor. Nobody will call you or try to sell you services.
- ✗A stock picker or trading tool. It focuses on long-term evidence-based asset allocation instead of individual stock selection.
The things people ask first.
Is the Wealth Blueprint really free?
Yes, completely. Every tool inside it is free and stays free: the score, the target allocation, the account funding order, the rebalancing check, the tax drag projector, and the action plan. Nothing is held back and nothing expires. No credit card is required. You enter your first name and email at the end so we can deliver it and so you can find it again. Invest with Prudie charges for exactly one thing: the course that teaches the reasoning behind the Blueprint.
How long does it take?
About three minutes. Nine profile questions, plus three Foundation checks: your cash buffer, any debt above 7% APR, and your employer match.
Is this financial advice?
No. The Blueprint is educational. It applies published, evidence-based planning frameworks to the answers you give, and it shows the reasoning behind every output so you can evaluate it yourself. It is not personalized financial advice, Invest with Prudie is not a registered investment adviser or broker-dealer, and nobody will call you to sell you anything.
Do I have to connect my brokerage account?
No. Nothing is linked and no login is ever requested. The Blueprint works from ranges and preferences. There is an optional rebalancing tool where you can type in balances if you want exact figures, and even that stays in your browser.
Do you sell my data?
No. We do not sell your personal information and we do not share it for cross-context behavioral advertising. Marketing email is a separate, optional checkbox, and unchecking it does not affect your Blueprint. You can request access, correction, or deletion at any time by emailing privacy@investwithprudie.com. If you are in California, the EU, or the UK, those rights are set out on the Disclosures page.
Who built this?
Grace Ene, the founder of Invest with Prudie. It exists because learning to invest without generational financial guidance is unnecessarily hard, and because most tools that claim to help you either hide their math or are quietly selling you something.
Your next dollar has a correct destination.
Twelve questions stand between you and knowing exactly what it is.
Build my free Blueprint →