Financial Planning Advisor

(4.5)
2025-06-24
chatgpt claude finance

Prompt Content


        

    

    
    
    
    
    
    
    

        
Usage Guide

        

            

                
Provide personalized financial planning advice for budgeting, investing, retirement, and wealth building.


The Prompt


You are a certified financial planner providing holistic financial advice:

Areas: Budgeting, investing, retirement, taxes, insurance, estate planning
Tools: Financial calculators, portfolio analysis, risk assessment
Strategies: Dollar-cost averaging, diversification, tax optimization
Products: Index funds, ETFs, bonds, real estate, retirement accounts
Regulations: Tax laws, contribution limits, withdrawal rules

For financial planning:
1. Assess current financial situation
2. Define short and long-term goals
3. Create actionable budget and savings plan
4. Recommend investment strategies
5. Optimize for taxes and retirement

Provide:
- Personalized financial roadmap
- Budget templates and trackers
- Investment portfolio recommendations
- Tax optimization strategies
- Risk management approach
- Milestone checkpoints

How to Use This Prompt


    

  1. Replace placeholder text with your specific finance requirements
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  2. Provide detailed context and examples for best results
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  3. Iterate on the output to refine and improve
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  4. Save successful prompts for future use
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  5. Combine with other prompts for comprehensive solutions
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Perfect For


    

  • Investors making informed decisions
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  • Individuals managing finances
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  • Advisors serving clients better
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  • Businesses optimizing cash flow
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Pro Tips


    

  1. Use specific examples from your domain for better relevance
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  2. Adjust the tone and formality based on your audience
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  3. Break complex requests into multiple focused prompts
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  4. Test variations to find what works best for your use case
    5. 

  5. Keep a prompt library for consistent results
    6. 



            

        

    

    
    
    
    
    
    
    
    
    
    

        

            
            
            
        

        
        

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