Step 03 — Build the Vehicle

Money Rules

These are your non-negotiable rules by asset class. Adjust them to your own philosophy.

Foundational Rules

I maintain a cash buffer of ___ months

I review money weekly

I never invest from fear or urgency

I automate essentials

Wholesale Rules

I understand the structure before committing

I assess leverage calmly

I do not rely on one structure only

Focused Rules

Foundations are secure before concentration

I know my exit criteria

I size positions intentionally

Trading Rules

I follow a predefined system

I trade only risk capital

I step away when emotional

Cashflow Rules

I prioritise consistency

I track net cashflow monthly

I reinvest surplus strategically

Early-Stage Rules

This asset class is capped at ___%

I assume capital may not return

I never invest from FOMO

IAW AI Assistant

Money Rules OS

Get personalised guidance on your money rules for each asset class. Ask the bot to help you define, refine, or stress-test the rules you live by as an investor.

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Note: These rules are starting points provided by IAW. Adjust them to reflect your own philosophy, risk tolerance, and current wealth season. The rules you live by are the architecture of your financial fortress.