Build a complete personal finance coaching brand — from content to courses to client acquisition
Personal Finance & Wealth Coaching is the definitive AI framework for finance coaches, educators, and content creators who want to build a trusted brand and monetize their expertise. It covers the full coaching business lifecycle: brand positioning, website copy, educational content, lead magnets, email nurture, and course creation — all with compliance-aware guardrails that keep content educational rather than investment advice.
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All 38 prompts · All 5 modules
"The content calendar prompts gave me 90 days of video ideas in one session. The YouTube script struc..."
Finance Coach · 12K YouTube Subscribers
Need expert implementation?
Hire an OrchestratorConnect with a certified Prompt.Doctor Orchestrator to deploy this framework for you.
No coding required. You will use ChatGPT or Claude as your AI tool. Follow these steps in order — do not skip ahead.
Purchase & download the framework
Click the buy button on this page. After checkout, go to the and hit Download .zip. Unzip it — you'll get a .md file (the full framework) and a .pdf (easy to read reference). Keep both open.
Open your project — new or existing
This dashboard is designed to integrate into any existing project or be built as a standalone app. If you already have a site in Airo (or Cursor, Bolt, etc.), open that project. If you're starting fresh, create a new project. The Orchestrator Prompt handles both cases — it scans what's already there and adds only what's missing.
Paste the Orchestrator Prompt into your builder's chat
Open the on this page. Copy the Orchestrator Prompt and paste it into your AI builder's chat. It will scaffold the full admin system — secure login, email marketing module, booking engine, and CMS — on top of your existing codebase. This takes 2–5 minutes.
Add your API keys as secrets
Critical — Novice UsersIn your builder, go to Settings → Secrets and add the keys your app needs. For this framework: STRIPE_SECRET_KEY (for booking payments — get it from your Stripe dashboard), ANTHROPIC_API_KEY (for AI-assisted content — get it from console.anthropic.com), and DATABASE_URL (your MySQL connection string). No key is needed for the admin login, CMS, or email modules — those run on your existing infrastructure.
Don't have a MySQL server?
You can purchase a shared hosting plan with cPanel and MySQL at host.esgwon.dev. Once your account is set up, follow the step-by-step guide to create your database and connect it to your AI website builder.
How to set up cPanel MySQL & connect to your AI website →Need help with Stripe?
Get your STRIPE_SECRET_KEY and STRIPE_PUBLISHABLE_KEY from your Stripe dashboard. The guide covers test keys, webhook setup, and going live.
Need help with Anthropic?
Get your ANTHROPIC_API_KEY from console.anthropic.com. The guide covers model selection, cost management, and troubleshooting.
Prompting Airo after setup — always name the file
When asking Airo to add tables, columns, or features to the admin dashboard, always include src/server/lib/admin-db.ts in your prompt. Without it, Airo may target the wrong database. Example: "Add a bookings table in the admin database (src/server/lib/admin-db.ts) — do not touch any other database connection in this project."
Run the framework prompts inside your live app
Your app is now running in the builder's preview panel. Open the on this page, copy each prompt one at a time, and paste it into your builder's chat. Replace every [BRACKET] with your real data before sending. Work through the stages in order — each stage output feeds the next.
Test end-to-end, then publish or hand off to your client
Walk through the admin as a real user: log in, create a booking, send a test email campaign, update a CMS image, and run the Safe-to-Publish gate. Once everything passes, click Publish in your builder. Because this is a white-label dashboard, your client accesses it at /admin on their own domain — no Prompt.Doctor branding, no third-party login required.
5 modules · 38 prompts · 5 workflow stages
Brand Positioning System
Finance coach niche definition (debt freedom, investing, FIRE, budgeting, wealth building), ideal client avatar, brand voice guide, and credibility positioning. Includes compliance disclaimer framework.
7 promptsWebsite Copy System
Homepage, about page, services/programs page, and free resource landing page. All copy is educational in tone and includes appropriate disclaimers distinguishing coaching from financial advice.
9 promptsContent Engine
90-day content calendar across blog, YouTube, and Instagram. Topic pillars: budgeting, debt, investing, savings, and mindset. Includes YouTube script structure and Instagram carousel prompts.
10 promptsLead Magnet System
Budget template with accompanying guide copy, debt payoff calculator explainer, 30-day savings challenge, and net worth tracker. Each includes opt-in page copy and thank-you email.
6 promptsCourse & Email System
6-email nurture sequence (lead magnet → value → story → offer), online course curriculum outline (5-module structure), lesson script template, and discovery call booking copy.
6 promptsYou are a personal finance copywriter. Write a homepage for [COACH NAME], a personal finance coach specializing in [NICHE: debt freedom/budgeting/investing/FIRE/wealth building] for [TARGET AUDIENCE]. Requirements: 1) Hero headline: lead with the transformation (not the coach's credentials), 2) Credibility bar: 3 trust signals (certifications, clients helped, media mentions), 3) "I help [audience] who..." section: speak directly to the pain point, 4) How it works: 3-step process, 5) Free resource CTA: lead magnet offer, 6) Required disclaimer: "Content is for educational purposes only and does not constitute financial advice." Tone: empowering, relatable, not preachy.
Write a YouTube video script for [COACH NAME] on the topic: [TOPIC] (e.g., "How I Paid Off $40K in Debt in 18 Months"). Structure: 1) Hook (first 15 seconds): bold statement or surprising fact that stops the scroll, 2) Credibility moment: 30-second personal story that establishes authority, 3) Promise: what the viewer will learn, 4) Main content: 3–5 actionable steps with specific examples, 5) Objection handling: address the #1 reason people don't take action, 6) CTA: subscribe + free resource + comment prompt. Length: 8–10 minutes. Tone: conversational, specific, no fluff. Include [TIMESTAMP] markers.
Write a landing page for a free [LEAD MAGNET TYPE: budget template/debt payoff calculator/savings challenge] for [COACH NAME]. Requirements: 1) Headline: specific outcome + timeframe (e.g., "The Exact Budget Template I Used to Save $10K in 6 Months"), 2) What you'll get: 3–5 bullet points with specific benefits, 3) Who this is for: 3 audience descriptions, 4) Social proof: 1 testimonial placeholder, 5) CTA: "Get Instant Access" (not "Download"), 6) Privacy note: "No spam. Unsubscribe anytime." Disclaimer: "For educational purposes only." Under 300 words total.
system
7 prompts
templates
15 prompts
workflow
16 prompts
"The content calendar prompts gave me 90 days of video ideas in one session. The YouTube script structure alone doubled my watch time."
Finance Coach
12K YouTube Subscribers
"The compliance guardrails are built into every prompt — I can create content confidently without worrying about crossing into investment advice territory."
Certified Financial Planner
Building Content Brand
All 38 prompts across 5 modules are unlocked for your account.
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