# Documentation ## Documentation - [What is Wealth Builder](https://docs.twfsystems.com/documentation/readme.md): (Last updated JUN 9, 2023) - [Book An Onboarding Session](https://docs.twfsystems.com/documentation/get-help/book-an-onboarding-session.md): Schedule a personalized Wealth Builder Onboarding Session with our in house team! - [Attend A Live Q\&A Session](https://docs.twfsystems.com/documentation/get-help/attend-a-live-q-and-a-session.md) - [Save Wealth Builder as mobile app](https://docs.twfsystems.com/documentation/get-help/save-wealth-builder-as-mobile-app.md): Follow the instructions below to save Wealth Builder to your mobile device: - [TWF Framework](https://docs.twfsystems.com/documentation/methodology/abstract.md) - [Core Process](https://docs.twfsystems.com/documentation/methodology/process.md) - [You](https://docs.twfsystems.com/documentation/methodology/process/you.md) - [Your Balance Sheet](https://docs.twfsystems.com/documentation/methodology/process/your-balance-sheet.md) - [Logging In](https://docs.twfsystems.com/documentation/getting-started/logging-in.md) - [Onboarding](https://docs.twfsystems.com/documentation/getting-started/onboarding.md) - [Primary Goal](https://docs.twfsystems.com/documentation/getting-started/onboarding/primary-goal.md) - [Financial Education](https://docs.twfsystems.com/documentation/getting-started/onboarding/financial-education.md) - [Monthly Income & Income Goal](https://docs.twfsystems.com/documentation/getting-started/onboarding/monthly-income-and-income-goal.md) - [Budgeting Formula](https://docs.twfsystems.com/documentation/getting-started/onboarding/budgeting-formula.md) - [Freedom Number](https://docs.twfsystems.com/documentation/getting-started/onboarding/freedom-number.md) - [Lifestyle Number](https://docs.twfsystems.com/documentation/getting-started/onboarding/lifestyle-number.md) - [You Now Have A Wealth Builder Account](https://docs.twfsystems.com/documentation/getting-started/onboarding/you-now-have-a-wealth-builder-account.md) - [Progress Checklist](https://docs.twfsystems.com/documentation/getting-started/progress-checklist.md) - [Dashboard](https://docs.twfsystems.com/documentation/how-to-use/dashboard.md): Your Wealth Builder Dashboard gives you a high level overview of your progress converting Earned Income into Unearned Income and restructuring your Balance Sheet for cash flow. - [Balance Sheets](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets.md): Your Balance Sheet is everything you own (Assets) + or - everything you owe (Liabilities or Debts). The difference is your Net Worth. - [Asset Accounts](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/asset-accounts.md): You can add unlimited Asset accounts as well at track individual Holdings of a Parent or Brokerage account. - [Liability Accounts](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/liability-accounts.md): You can add unlimited Liability (Debts) accounts and associate them with Assets on your Balance Sheet - [Editing, Cloning & Deleting Accounts](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/editing-cloning-and-deleting-accounts.md) - [Adding & Managing Holdings](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/adding-and-managing-holdings.md): The Holdings feature gives you micro control over individual account settings affecting ND2 Capital Ratios and MOAC settings. - [Adding Linked Accounts](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/adding-linked-accounts.md): You can add Linked accounts to automatically sync account balances and other values (if applicable) - [Managing Linked Accounts](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/managing-linked-accounts.md) - [Planning](https://docs.twfsystems.com/documentation/how-to-use/planning.md) - [Goals & Preferences](https://docs.twfsystems.com/documentation/how-to-use/planning/goals-and-preferences.md): Set income and legacy goals, identify temperament, risk preferences and primary wealth strategy. - [Freedom Number](https://docs.twfsystems.com/documentation/how-to-use/planning/freedom-number.md): Identify the "unearned" income needed monthly to cover your minimum core overhead (needs) - [Lifestyle Number](https://docs.twfsystems.com/documentation/how-to-use/planning/lifestyle-number.md): Identify the “unearned” income needed monthly to fund your lifestyle overhead (luxuries) - [Budgeting (ND1)](https://docs.twfsystems.com/documentation/how-to-use/planning/budgeting-nd1.md): Earned Income Rules Based System: Set your ND1 spending controls - [Debt Payoff (CDE)](https://docs.twfsystems.com/documentation/how-to-use/planning/debt-payoff-cde.md) - [Capital Ratios (ND2)](https://docs.twfsystems.com/documentation/how-to-use/planning/capital-ratios-nd2.md) - [Compound Return (MOAC)](https://docs.twfsystems.com/documentation/how-to-use/planning/compound-return-moac.md) - [How To Learn & Test MOAC](https://docs.twfsystems.com/documentation/how-to-use/planning/how-to-learn-and-test-moac.md): To understand the Compound Return module (aka MOAC) do the following tests: - [Technical Notes](https://docs.twfsystems.com/documentation/other/technical-notes.md) - [Glossary](https://docs.twfsystems.com/documentation/other/glossary.md) --- # Agent Instructions This documentation is published with GitBook. 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