Made for Financial Planners
Turn Vague Goals Into Planning Priorities
Also useful for: people in Finance
55 min
Advanced
Decisions
Communicate Better
Need to Make a Decision
Convert broad wishes, hidden concerns, and competing financial goals into a clear priority brief the client can confirm.
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Use this when
You're preparing for an initial discovery meeting, resetting a plan with too many goals, or leaving conversations without a clear order for what should happen first.
You'll need
- Meeting context
- Client language
- Known financial picture
- Life changes and deadlines
- Constraints
- Stakeholders
You'll get
- Every material goal classified as a fact, goal, concern, constraint, or open question
- Every top priority supported by urgency, impact, dependency, and client-conviction evidence
- A specific success measure attached to each ranked priority
- Conflicts and missing facts clearly documented
- Final priority order confirmed with client-ready language
By the end of this playbook
You will have:
- Every material goal classified as a fact, goal, concern, constraint, or open question
- Every top priority supported by urgency, impact, dependency, and client-conviction evidence
- A specific success measure attached to each ranked priority
- Conflicts and missing facts clearly documented
- Final priority order confirmed with client-ready language
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Meeting context: Initial discovery Client language: I want to retire around 60, but helping our daughter with college matters too. We earn well, yet I never feel sure we're saving enough. My biggest fear is making a choice now that we'll regret later. Known financial picture: Household income is about $240,000. There is a mortgage, one car loan, six months of cash reserves, workplace retirement accounts, and no dedicated college account. Insurance and tax details still need review. Life changes and deadlines: College starts in three years. A possible job change may happen next summer. A replacement car may be needed within 18 months. Constraints: The home won't be sold. College support should cover at least half of tuition. Six months of expenses should remain in cash. Stakeholders: Both spouses make decisions. Their daughter and an aging parent may also be affected.
Sample assembled prompt
AGREED OUTCOMES - Preserve the option... - Define an affordable college commitment... - Maintain a six-month cash reserve... RANKED PRIORITIES 1. Protect near-term liquidity - Immediate action... The six-month reserve is a stated... 2. Define the college funding commitment... The expected cost and available family... 3. Test retirement timing against the... KEY TRADEOFF Funding more than half... OPEN QUESTIONS - What job-change income... - What does half of tuition... - Is age 60 a firm... CLIENT CONFIRMATION It sounds like the... What would you change about that...