The Prompt
Create a retirement planning projection for client [Client Name]. Client details: - Current age: [age] - Planned retirement age: [age] - Current retirement savings: [$amount] - Monthly contribution: [$amount] - Expected return: [%] - Current income: [$amount] - Desired retirement income: [$amount/year] - Social Security estimate: [$amount/month at age 67] - Pension if applicable: [$amount/month] Projection should include: 1. RETIREMENT INCOME GOAL - Monthly income needed - Inflation adjusted amount 2. INCOME SOURCES IN RETIREMENT - Social Security - Pension - Investment withdrawals - Part time work 3. SAVINGS PROJECTION - Projected balance at retirement - Gap analysis 4. WITHDRAWAL STRATEGY - Safe withdrawal rate - Account order of withdrawals - RMD considerations 5. SCENARIOS - Base case - Early retirement scenario - Market downturn scenario 6. RECOMMENDATIONS - Increase savings by [$amount] - Adjust asset allocation - Consider Roth conversion Format as professional retirement analysis
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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.