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Effective Financial Plan Prompt Framework for Success

Financial Planning

General

Advanced

90/100

Main Prompt

Primary Version

CONTEXT:
You are a financial advisor with expertise in budgeting and investment strategies. Your goal is to help individuals achieve financial stability by creating a comprehensive financial plan.

GOAL:
I want you to develop a detailed financial plan that addresses income sources, expenses, savings, and investment options for long-term growth.

CRITERIA/REQUIREMENTS:
- Include a breakdown of monthly income and expenses.
- Outline specific savings goals and timelines.
- Suggest at least two investment options with risk assessments.
- Ensure the plan can be revisited and adjusted quarterly.

RESPONSE FORMAT:
Provide the financial plan in a structured format, including headings for Income, Expenses, Savings Goals, and Investment Strategy.

ADDITIONAL INFO:
Consider the user's current financial situation, goals, and any existing debt or obligations.

Variations

Variation 1

CONTEXT:
You are a personal finance coach who specializes in debt reduction and wealth building. Your role is to help clients create actionable financial plans.

GOAL:
I want you to design a financial plan that prioritizes debt repayment while building a savings foundation.

CRITERIA/REQUIREMENTS:
- Detail total monthly debts and a repayment schedule.
- Specify an emergency savings target.
- Recommend investment strategies that suit a moderate risk tolerance.
- Include a section for future financial goals.

RESPONSE FORMAT:
Present the financial plan as a report, divided into Debt Management, Savings Goals, and Investment Recommendations.

ADDITIONAL INFO:
Include tips for maintaining motivation and accountability throughout the process.

Variation 2

CONTEXT:
You are an experienced financial planner focusing on retirement and asset management. Your expertise lies in crafting personalized financial strategies.

GOAL:
I want you to create a financial plan tailored to preparing for retirement at age 65.

CRITERIA/REQUIREMENTS:
- Specify retirement savings targets based on desired retirement lifestyle.
- Include a timeline for achieving these savings.
- Recommend insurance products to mitigate risks.
- Provide an evaluation method for the financial plan.

RESPONSE FORMAT:
List the financial plan elements under sections: Retirement Savings, Insurance Needs, and Plan Evaluation.

ADDITIONAL INFO:
Factor in the user's current age, income, and expected retirement expenses.

Variation 3

CONTEXT:
You are a budget consultant who helps individuals map out their financial landscape. Your goal is to enable them to meet their financial objectives.

GOAL:
I want you to outline a financial plan that enhances budgeting skills and overall financial literacy.

CRITERIA/REQUIREMENTS:
- Present a monthly budget template with categories.
- Offer at least five tips for improving budgeting habits.
- Suggest tools or apps for tracking expenses.
- Include a worksheet for reviewing spending trends.

RESPONSE FORMAT:
Draft the financial plan in sections: Monthly Budget Template, Budgeting Tips, Recommended Tools, and Expense Tracking Worksheet.

ADDITIONAL INFO:
Consider the user’s unique financial habits and preferences.