Made for Financial Planners
Catch Insurance, Tax, and Estate Gaps
Also useful for: people in Finance
75 min
Advanced
Financial Organization
Get Organized Financially
Comparing Financial Options
Audit the weak links that could undermine an otherwise sound financial plan before presenting final recommendations.
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Use this when
You're preparing final recommendations, conducting a comprehensive review, or working through a major life event that affects protection, taxes, ownership, liquidity, or estate instructions.
You'll need
- Planning context
- Household and entities
- Recommendations under review
- Insurance information
- Tax information
- Estate and beneficiary information
- Asset risk information
- Review standard
You'll get
- Every applicable risk domain reviewed
- Confirmed facts separated from assumptions and missing evidence
- Material gaps ranked by urgency and planning impact
- Conflicting ownership, beneficiary, and estate instructions flagged
- Specialist questions tied to specific planning decisions
- Finalization status documented with clear conditions
By the end of this playbook
You will have:
- Every applicable risk domain reviewed
- Confirmed facts separated from assumptions and missing evidence
- Material gaps ranked by urgency and planning impact
- Conflicting ownership, beneficiary, and estate instructions flagged
- Specialist questions tied to specific planning decisions
- Finalization status documented with clear conditions
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
Planning context: Married clients, ages 61 and 59, are preparing for retirement in 14 months after receiving an inheritance. Recommendations: Partial Roth conversion, IRA consolidation, employer stock reduction, cash reserve increase, and term life replacement. Key facts: Four months of cash are reported, but half is reserved for taxes. Employer stock is 31% of investable assets. The inherited account basis is unconfirmed. Wills are nine years old. One IRA names an adult child, while the life policy may name an old trust. Disability coverage ended with employment. The umbrella limit is $1 million. Review standard: Hold material recommendations until verified.
Sample assembled prompt
Safe to finalize? Conditional yes. Critical gap: - Inherited account basis... Hold sales from that account until... High-priority gaps: - Beneficiary records may... Obtain current confirmations and send the... - Half of reported emergency cash... Recalculate usable reserves before setting the... - Employer stock equals 31% of... Model a staged reduction after confirming... Medium-priority gaps: - Disability coverage ended. Confirm whether the remaining employment period... - Review the umbrella limit against... Recommendation conditions: - Roth conversion amount... - IRA consolidation subject to verified... - Life policy replacement subject to...