Financial Plan Writer ===================== 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 Source: https://promptzyo.com/prompt/financial-plan-writer