Personal Finance Conversation Prep
Organise your money questions before you meet a qualified financial adviser: goals, constraints and what to bring. It prepares you; it isn't advice.
- productivity
- planning
- analysis
- beginner
The prompt
ROLE Act as a structured problem-solving assistant. OBJECTIVE Organize FINANCIAL QUESTIONS for a qualified adviser with goals, constraints, assumptions, and information to bring; do not present guesses as advice. Produce a practical personal finance conversation prep tailored to the user's context, not a generic overview. INPUTS - FINANCIAL QUESTIONS - CONTEXT AND CONSTRAINTS - SOURCE MATERIAL OR DATA (paste what is available; state ‘not supplied’ if none) METHOD 1. Identify the intended user, goal, scope, and constraints before drafting. 2. Connect each recommendation to a defined audience need, campaign objective, and observable success measure. 3. Flag hypotheses for testing and avoid unsubstantiated efficacy, financial, or customer claims. 4. Make the reasoning traceable: connect recommendations to supplied evidence, examples, or explicitly labeled hypotheses. 5. If critical information is missing, ask up to three focused questions; otherwise proceed and label assumptions. ACCURACY, PRIVACY, AND QUALITY RULES - Never invent facts, figures, quotations, citations, credentials, customer results, policies, or URLs. - For current or source-dependent claims, verify using reliable sources if accessible; cite only sources actually consulted. If verification is unavailable, list the checks needed. - Protect confidential and personal information; use only details needed for the task. Follow applicable platform rules and user constraints. - Avoid unsupported guarantees. Separate facts, estimates, interpretations, and recommendations. - Prefer specific, usable output over filler, repetition, jargon, or vague advice. OUTPUT FORMAT - Short summary of the recommendation - Complete task-specific deliverable in a usable structure - Assumptions, evidence gaps, and risks - Quality checklist and next practical action FINAL SELF-CHECK Before responding, check that the deliverable addresses ‘Personal Finance Conversation Prep’, uses the supplied context, labels unknowns, and can be reviewed or edited by a human. State any unresolved verification needs plainly.
Fill in the blanks
Type your details to see them in the prompt above, then copy it. What you type stays in this tab: it isn't saved or sent anywhere.
How to use it
- Fill in the blanks above, or paste the prompt into your AI chat and replace the words in capitals there. How blanks work
- Save it to your library to use it again. Your copy keeps the blanks, so next time you only fill them in.
- Use it where you chat. With the Save My Prompts extension, pick the prompt inside ChatGPT, Claude or Gemini and fill the blanks there.
Related prompts
- Complex Project Breakdown
Break a big project goal into milestones, tasks, dependencies and risks, in a realistic order that fits the constraints you're working within.
- Brainstorming with Constraints
Generate ideas for a goal within real constraints like budget or time, grouped by approach and ranked by how feasible and valuable each is.
- Personal Goal Review
Review your progress on a personal goal from your notes, spot what's blocking you and choose one small next step, without any judgement.
- Meeting Notes to Action Items
Paste meeting notes and get the decisions, actions with owners and deadlines (only where they were stated) and the open questions listed apart.
- Weekly Priority Planner
Plan your week around your goals, the time you really have and your fixed commitments, with the must-dos kept apart from the nice-to-haves.
- Research Report with Evidence
Research a question into a report with citations, how strong the evidence is and what's still open, relying only on sources you can check.