The Prompt
Create a comprehensive financial plan for client [Client Name] based on the following information: Client profile: - Age: [age] - Income: [$amount/year] - Spouse income: [$amount/year] - Assets: [list] - Liabilities: [list] - Risk tolerance: [conservative/moderate/aggressive] - Time horizon: [years] - Primary goals: [list] Financial plan should include: 1. EXECUTIVE SUMMARY 2. NET WORTH STATEMENT - Assets and liabilities breakdown 3. CASH FLOW ANALYSIS - Income vs expenses - Savings rate 4. EMERGENCY FUND - Current status - Recommendation 5. DEBT MANAGEMENT - Priority payoff strategy 6. INSURANCE REVIEW - Life, disability, health, property 7. INVESTMENT STRATEGY - Asset allocation recommendation - Account types to use 8. RETIREMENT PLANNING - Projected retirement date - Savings needed - Current gap 9. TAX PLANNING STRATEGIES 10. ESTATE PLANNING BASICS 11. ACTION ITEMS WITH TIMELINE Format as professional financial planning document
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How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.