Mandala Wealth Wheel
A First Principles Approach to Financial Planning
Continually Iterate
Make adjustments, track
results, and optimize over time.
Focus on Basics
Build and maintain core financial habits that drive wealth:
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Spend less than you earn
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Save and invest consistently
Gain Insights
Identify key areas for improvement:
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Where are expenses too high?
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Are there opportunities to improve?
Enter your information below to receive tailored insights and recommendations for optimizing your financial strategy. The more you provide, the more customized your insights will be.
We take your privacy seriously. All data entered is used solely to provide you with financial insights and is not shared with any third parties. Your information is securely encrypted and stored to ensure confidentiality.
Not ready to enter your personal information? View a sample report to see what the Wealth Wheel can do with example inputs.
Income
Expenses
Assets
Liabilities
Personal info
Enter your gross monthly salary (before taxes and deductions). Feel free to include any regular bonuses or commissions.
💡 Over the past 20 years, the average salary in the U.S. has risen by about 75%, but inflation has eroded nearly 50% of its purchasing power. Keeping up with inflation through raises or investments is key.
💡 Over the past 20 years, the average salary in the U.S. has risen by about 75%, but inflation has eroded nearly 50% of its purchasing power. Keeping up with inflation through raises or investments is key.
(To enter values greater than the slider max, type directly into the box)
What is your monthly salary ($)
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Disclaimer:
The tools and information provided on this website are for informational purposes only and do not constitute investment advice, financial advice, trading advice, or any other type of advice. Mandala Wealth Management does not guarantee the accuracy, completeness, or suitability of the information presented. Any reliance you place on such information is strictly at your own risk. Always consult with a licensed financial advisor before making any investment decisions.