Everything You Run, And How To Use It.

Section one

How the platform is built

One site, three parts. The public site turns a stranger into a free member. The membership keeps that family warm for as long as it takes. The back office is where you and Geancarlo do the follow-up.

A visitor arrives asking one of two questions: what does a head start for my child actually cost, or what does retiring early actually take. The calculator answers it in about sixty seconds, with no email required, and hands back a personal monthly number with a growth chart and milestones. Joining is free for life, and the plan they just built comes with them into the account, so their goal, age and budget are already on the card before you say hello.

The membership gives a family a reason to come back before and after they book a session with you: eight courses, nineteen money tools, a community, badges and levels, a private line to your team, and a meeting room where your live sessions play. The back office is where the follow-up happens, from the first join to the booked session.

By the numbers

Every figure counted on your finished build, not estimated.

Section two

Complete directory

Every page on your platform, what it does, and who can reach it. Bookmark the ones you use daily.

Public pages, anyone can visit

Member pages, sign-in required

Your pages, admin only

Section three

The public site

Written for a parent reading on a phone. The question comes first, the product comes much later.

The calculator

One question at a time: is this for a child or for you, a goal between $250K and $2M or a monthly budget, the age, and an average crediting rate from 4 to 9 percent (6.5 to start). The result shows the monthly amount needed, a growth chart, and milestones along the way, with a compliance notice attached to every result: illustration only, depends on carrier and policy design, indexed policies have a 0% floor and caps on credited interest, not a guarantee of future results.

The result screen

Two buttons: join free and keep the number, or save the plan to a private link at /p/<code> that can be texted to a partner or a grandparent. Either way, the exact numbers a visitor just built follow them into their account.

Why age matters

The section that runs the comparison in dollars: the same $100 a month counts up on screen as it scrolls into view — about $884,000 by 65 starting at age 5, versus about $228,000 starting at 25, both at a 6.5% average crediting rate. For adults, the cost-of-waiting version is about $625 a month at 30 versus about $1,335 at 40 for the same $1 million target.

Request an illustration

Anyone further along skips the calculator and asks for real numbers at /start, a chat-style form: name, date of birth, whether it's for a child, phone, email, and what they're aiming at. Everything lands under Chat leads in the back office.

Search and AI visibility

All 42 FAQ answers on the home page carry FAQPage structured data, phrased the way a parent actually types the question, so search engines and AI assistants can quote your answers directly. The build also ships Organization, WebSite, WebApplication and HowTo markup, a sitemap, and noindex rules that keep the member and back-office areas out of search on purpose. Section 15 (below) has the full live status.

Section four

The membership

Free forever, for life. This is what keeps a family connected to you in the months before they're ready to book, and the years after.

The dashboard

Their real saved plan, not a generic tile: the goal, the child's age or their own, the budget, an on-track ring, and the projected value at 65. A button logs the month's contribution, and a streak of logged months earns badges. A request for the free 30-minute strategy session sits right on the card.

The 8 courses

Each course ends in a 5-question quiz, 70 percent to pass. A pass earns points, a badge, and a printable certificate carrying a verification code prefixed CWS.

The 19 money tools

Small calculators a member opens, fills in, and saves. Results are stored to their account and lessons link to the tool they discuss. Using five tools earns a badge.

Community

Four categories: general, questions, wins and tools. Members post, reply and like; Search, New and Top sorting. You or an agent can mark a reply as the best answer, pin an announcement to the top, or hide a post. Replies from you or your agents carry a staff chip. Twenty demo members keep it from looking empty on day one — clearly labeled "seed," they can't sign in, and one button on the Overview tab removes all of them.

Points, badges and levels

The five levels: First Light, Rising, Steady Orbit, Navigator, Celestial. Nineteen badges cover things like the first logged contribution, a three-month streak, passing a course, helping someone, and a marked best answer. Each one unlocks with a celebration on screen.

Private messages

Every member has a direct thread with your team. You reply from their member card in the back office without leaving the page you're on.

Section five

The meeting room

A page inside the membership at /members/room where your live sessions play. Members just show up — no meeting ID, no link to forward, nothing else to sign in to.

Before and during a session

The room shows a countdown to what's coming, with a "Coming up" list underneath. While a session is live, a red Live pill and a Full screen button sit on the stream, a red dot appears on the Meeting room tab everywhere in the membership, and the dashboard card switches to "Live now" with a Watch live button. The room checks for updates every 30 seconds, so a member already on the page never needs to refresh.

How you run one

1. Schedule itBack office, Meeting room tab: a title, date and time, length, and a stream link. Leave "Notify every member now" ticked and it lands in every member's notifications the moment you save.
2. Get the stream linkZoom can't be embedded directly, so the link has to be YouTube Live or Vimeo. In Zoom, choose More, then Live on YouTube (paid plans), and paste that link when you schedule or just before you go live.
3. Go livePress "Go live now" on the session, or just start on time if a link is already saved. Every member gets a "Live now" notification and the room switches over within 30 seconds.
4. End itPress "End session." The recording stays on YouTube and the session moves into Recent sessions with a Watch the replay link.

Section six

The back office

Everything lives at /admin. Every tab has its own address, so you can bookmark the one you live in.

Adding your team

Open any member's card and change their role. There are three:

• Member, the default. Sees the membership area only.
• Agent, a licensed producer you add. The same desk minus owner-only controls, and can help moderate the community under a title you choose.
• Admin, full access, same as you and Geancarlo.

To add someone as an agent without handing them a password: have them join free at /join, open their card in Members, set the role, and give them a title.

Section seven

Settings and connections

Everything here you control yourself, from the Settings tab, with no developer and no deploy.

Section eight

The strategy

Every page has one job: turn a stranger into a free member, and turn a free member into a booked strategy session. Nothing on the site sells a policy.

1. Get people to the sitePosts, short videos, ads, podcasts, school groups, your email signature. All of it points at the calculator.
2. They run a numberSixty seconds, no email needed. The monthly amount that gets a child, or themselves, to $250K–$2M by 65.
3. They join free, for lifeTo keep the number they join, and the plan saves with it, so the signup lands in your back office with the goal, age and budget attached.
4. They engage, you become the expertA progress ring, 8 courses, 19 tools, badges, community, live sessions in the meeting room. Every visit teaches the idea in your words.
5. They book the sessionOffered on the result screen, the dashboard, courses and messages. By the time someone books, they already trust you.
6. Client, then referralMembers text a saved plan to a partner or grandparent. The link lands them on the same calculator, and the loop starts again.

Why it works

Where this can go

Directions the platform is already built to support, when you want them:

• A replay library organized by topic, with an attendance badge.
• A video library by audience: parents, grandparents, adults, business owners.
• A second calculator, for business owners or a tax-diversification comparison.
• Public articles built from course lessons, gated with "join free to keep reading," to give Google real pages to rank.
• Referral and partner links with their own tracking.
• Text and email automation: welcome sequences, a "haven't logged this month" nudge, session reminders.
• A 30-day challenge with daily tasks and a badge at the end.
• A client-only area: policy documents, annual review booking, beneficiary details.

Section nine

How to fill it with people

The platform is finished. This section is the work that actually grows it, built around two audiences the calculator already serves: parents and grandparents starting a head start for a child, and adults planning their own early retirement.

The rule that works

Post the number, not the product.

Never lead with insurance. Lead with the question the calculator answers — "What does $1 million for your child actually cost a month?" — then the link. Show your faces: a 30-second phone video of one of you asking the question out loud beats any graphic.

A weekly rhythm you can keep

Paid ads: one audience per ad

Podcasts, partners and referral loops

• Pediatric and OB practices, birth centers, daycares, preschools, youth sports and school foundations meet new parents every week — the pitch is education first, never a quote.
• Realtors and loan officers meet young families the week they buy a house.
• CPAs and tax preparers see every family's picture once a year; the adult version is a tax-advantaged bucket alongside the 401(k).
• "Save my plan" on every result is already a referral button — ask every client on the session, "who else in the family should run this?"

Section ten

Your plan, support and data

You're on the Platform plan at $297 a month. Here's exactly what that covers, what happens as you grow, and what it covers day to day.

Platform: $297 / month Current

When you grow

Your price has exactly two parts: which member tier you're in, and any support hours beyond what's included. Nothing else moves it — not traffic, not how many families run a number. We'll always tell you before a tier change takes effect, with the numbers in front of you.

Growth adds a monthly performance report and priority turnaround. Scale adds a quarterly strategy call and new course production included. A tier change only happens when your member count actually crosses one of these lines, in either direction.

Support hours

Every plan includes 2 hours of changes and support a month, at every tier. Anything beyond that is $100 an hour, billed only for the hours you actually use that month.

Billed separately, directly to you

• Your domain renewal for ourwealthpath.org, paid to your registrar.

Support

Questions, changes, or anything broken: reply to your thread with Launch Automation, or write to team@launchautomation.ai. Include the page address, what you expected, and what happened instead — that one habit turns most requests into a same-day look.

• Included: anything broken is never billed; text and content edits; help connecting your Zoom link or your booking link; exporting leads and members; adding or changing an admin or agent.
• Quoted separately: new courses, new tools, a second calculator; design changes to the look of the site; new features such as a client-only area; marketing campaign execution.

Section eleven

Security and compliance

How your data is protected

A member forgot their password

Members can fix this themselves. The sign-in page has a "Forgot password" link: they enter their email and the site emails them a reset link that works once and expires in 45 minutes. If they cannot find the email, open their card in the Members tab. "Email reset link" emails them a fresh link, and "Reset password" shows a temporary password for you to relay instead. No database access is required on your end, and no password ever passes through Launch Automation.

Compliance language

Every result and the Disclosures page carry the illustration-only language: results are hypothetical and depend on carrier, policy design, health class and index performance; indexed universal life is life insurance with a death benefit, not an investment or a bank account; caps and participation rates are set by the carrier and can change. Zeena Yasin Carmona and Geancarlo Carmona are licensed insurance producers (NPN 15874950), currently licensed in California, Arkansas, Hawaii, Delaware, Missouri, Indiana, Virginia and Texas.

Section twelve

What this would cost elsewhere

Published market ranges, not a quote, and not what you paid. Two public sources, so you can judge what's sitting on your domain.

Sources: Clutch's Web Development Pricing Guide (US agencies at $100–$149/hr, average project $66,499, typical timeline nine months) and Kavara's 2026 web application cost guide (MVP-level custom app $50,000–$150,000, dashboard app $80,000–$250,000, annual maintenance 15–25% of build cost). Your members, plans and leads are yours either way: export them to CSV any time, and your domain stays in your own account.

Section thirteen

Launch checklist

Work down this list once. Then you're ready to invite real families.

1. Create your two admin loginsSetup key from your Owner's Guide, at /admin/setup. Click through every tab so nothing is a surprise later.
2. Read the privacy, terms and disclosures pagesAll three, with your compliance hat on. Send us any wording you want changed.
3. Run a number and join as a test memberUse a personal email. Watch yourself appear as a lead, log a contribution, take a course, see the badge land.
4. Fill in the Settings tabName, phone, email, Zoom link, and calendar link.
5. Tell us your notification emailYour domain is ourwealthpath.org and Launch Automation connects it. Just send us the address that should receive notifications.
6. Remove the demo membersOverview tab, one button. Do this right before you invite real families.
7. InviteShare the link. Every parent who runs a number and joins arrives with their plan already attached.

Section fourteen

Day to day care

Realistically about ten minutes a day.

Section fifteen

FAQ

Section sixteen

Technical appendix

For your records, or for any developer you bring in later.