01
Separate and audit the goals
Identify each distinct goal, preserve the client's wording, and find missing or conflicting planning details.
Made for Financial Advisors
Capture Client Goals in Numbers
Also useful for: Financial Planners, people in Finance
25 min
Intermediate
Financial Organization
Get Organized Financially
Convert client goals into complete planning inputs that are ready for modeling and review.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Replace vague goals with consistent numbers, dates, assumptions, and open questions before building a financial plan.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Build the goal register
Turn the audited notes into one consistent record per goal without hiding uncertainty.
03
Prepare the client check
Run a traceability check and turn unresolved items into direct confirmation questions.
Make Your Play
Capture Client Goals in Numbers
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Paste the client's statements about housing, retirement, education, travel, debt, or other goals, including any amounts and dates mentioned.
0/10000
List current funding, monthly contributions, related debts, outside support, and other known details tied to the goals.
0/10000
Enter the date used for this review and the currency for all money values.
List phrases that carry important meaning, especially wording about urgency, lifestyle, minimums, or acceptable tradeoffs.
0/10000
Select the format that best fits where the finished goal register will be used.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Separate and audit the goals
Identify each distinct goal, preserve the client's wording, and find missing or conflicting planning details.
02
Build the goal register
Turn the audited notes into one consistent record per goal without hiding uncertainty.
03
Prepare the client check
Run a traceability check and turn unresolved items into direct confirmation questions.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste the client’s notes as written. Include rough amounts and dates even when they aren’t final. Leave unknown fields blank instead of guessing.
Review every flagged item with the client before using the register in planning software.
Advanced instructions
Add existing plan values, account labels, and assumption sources when available. Keep stated facts separate from planning assumptions.
After review, copy the final rows into the firm’s approved system and retain the source notes required by firm policy.
Use this when
A client has described several goals, but the notes aren't specific enough to enter into planning software or test against available resources.
You'll need
- Client goal notes
- Known financial context
- Planning date and currency
- Client language to preserve
- Output format
You'll get
- Every distinct goal recorded on its own row
- Purpose, amount, deadline, priority, funding, contribution, assumptions, and flexibility addressed for every goal
- Unknown values marked instead of guessed
- Contradictions and missing inputs flagged
- Client confirmation questions prepared
By the end of this playbook
You will have:
- Every distinct goal recorded on its own row
- Purpose, amount, deadline, priority, funding, contribution, assumptions, and flexibility addressed for every goal
- Unknown values marked instead of guessed
- Contradictions and missing inputs flagged
- Client confirmation questions prepared
Examples
Progress 1 of 3