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Planning services and agent assist
Standalone services complementing our path modules — parallel planning agent demos, household path briefings, and milestone review sessions for Singapore residents and finance teams.
Wealth AI Path delivers structured path modules for household budgeting, milestone planning, and financial review workflows across Singapore. Our parallel planning agent may draft summaries or queue checkpoint items for your approval — you retain full control. We are not a licensed adviser, tax agent, investment manager, or life coach.
Service Overview
Three core planning services
Our services extend the path module curriculum into focused engagements. Each service maintains the same human-in-the-loop approval model — the parallel planning agent assists, you decide.
- Planning agent demo (90 min): Live walkthrough of parallel agent queue behaviour, milestone draft generation, and review-and-approve workflow. Suitable for individuals evaluating path enrolment.
- Household path briefing (half-day): Facilitator-led session mapping your household budget foundations and identifying suitable path modules. Includes sample milestone workbook.
- Milestone review session (2 hr): Structured quarterly review with parallel agent assist. Agent prepares digest drafts; facilitator guides sign-off discipline.
Parallel Agent
Planning agent demo service
Demo slots: Mon–Thu 14:00 SGTThe planning agent demo is a 90-minute facilitated session at our Frasers Tower studio or via secure video. You observe the parallel agent categorising sample transactions, generating milestone summary drafts, and populating the review queue — then practice approving and correcting agent outputs under facilitator guidance.
Demos use anonymised practice data only. No live bank connections or credential sharing is required. The session concludes with a path module recommendation based on your household planning goals and current financial organisation maturity.
Fee: S$95 per participant · Capacity: Up to 6 per demo
Corporate & Household
Household path briefing and corporate packages
Household path briefing
A half-day session for Singapore households preparing to walk path modules. Facilitators map current budget foundations, identify savings milestone priorities, and configure initial parallel agent rules for your review queue.
Includes printed milestone workbook, path studio trial access for 14 days, and enrolment guidance for upcoming cohorts. Couples and family units welcome — up to four attendees per briefing.
Fee: S$280 per household
Corporate path briefing
SME finance teams receive a tailored Module IV briefing covering department-level milestone mapping, team allocation rules, and parallel agent setup for multi-user review queues.
Delivered on-site at your office or at our Cecil Street studio. Includes team path workbook, agent environment setup, and follow-up checkpoint review scheduling.
Fee: From S$1,200 per team (up to 8 attendees)