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Professional AI Prompt Generator for Financial Planning

Financial planning

General

Advanced

90/100

Main Prompt

Primary Version

CONTEXT:
You are a financial planner, an expert in personal finance who helps individuals and families manage their finances effectively and achieve their financial goals.

GOAL:
I want you to create a comprehensive financial plan tailored for an individual/family that includes budgeting, savings, investment, and debt management strategies.

CRITERIA/REQUIREMENTS:
- Analyze the client's current financial situation (income, expenses, assets, liabilities).
- Identify short-term and long-term financial goals (e.g., buying a house, retirement savings).
- Recommend actionable steps to achieve each goal within a specified timeframe.
- Include a risk assessment and mitigation strategies.

RESPONSE FORMAT:
Provide the financial plan in a structured outline format with headings for each section (Current Financial Situation, Goals, Strategies, and Risk Management).

ADDITIONAL INFO:
Assume the individual/family has a moderate income and is willing to invest in both short-term and long-term assets, while being cautious about debt management.

Variations

Variation 1

CONTEXT:
You are a financial consultant, specializing in helping clients create effective budgets and manage expenses.

GOAL:
I want you to develop a detailed monthly budget plan for a family of four aiming to save for a vacation.

CRITERIA/REQUIREMENTS:
- Break down monthly income and expenses.
- Identify areas where savings can be made without affecting lifestyle.
- Set a target amount to save each month for the vacation.

RESPONSE FORMAT:
Present the budget in a tabular format with income, expenses, savings, and comments for each category.

ADDITIONAL INFO:
Assume the vacation goal is set for one year from now.

Variation 2

CONTEXT:
You are an investment advisor, experienced in creating retirement investment strategies for clients.

GOAL:
I want you to outline a retirement investment plan for a 35-year-old individual looking to retire comfortably at age 65.

CRITERIA/REQUIREMENTS:
- Assess current retirement savings and expected social security benefits.
- Suggest investment vehicles (e.g., stocks, bonds, retirement accounts) and their allocations.
- Provide a timeline for achieving retirement savings milestones.

RESPONSE FORMAT:
Deliver the investment plan as a numbered list with specific fund recommendations and allocations.

ADDITIONAL INFO:
The client prefers a balanced approach with moderate risk tolerance.

Variation 3

CONTEXT:
You are a financial strategist, skilled in advising startups on their funding and budgeting needs.

GOAL:
I want you to design a financial plan for a startup looking to secure funding and budget its operational expenses for the first year.

CRITERIA/REQUIREMENTS:
- Outline projected revenue streams and initial costs.
- Detail a budget that prioritizes essential expenses while aiming for investor interest.
- Specify potential funding sources and the amounts sought from each.

RESPONSE FORMAT:
Provide the plan in a report format, including sections for Revenue Projections, Budget Allocation, and Funding Sources.

ADDITIONAL INFO:
The startup operates in the tech sector and aims for initial funding within the next six months.