01
Gather the decision facts
Enter both goals in the same level of detail, then add the client context, limits, and preferences that shape the choice.
Made for Financial Advisors
Help a Client Choose Between Competing Goals
Also useful for: people in Finance
20 min
Intermediate
Decisions
Make a Financial Decision
Comparing Financial Options
Frame a clear choice between two financial goals without hiding costs, timing conflicts, or important unknowns.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Turn a vague either-or question into a structured comparison the client can understand, challenge, and use to make a decision.
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
Run the comparison
Use the compiled prompt to compare timing, cost, flexibility, urgency, dependencies, and consequences of delay.
03
Check the financial framing
Review the response for unsupported claims, hidden assumptions, product recommendations, and issues requiring fresh calculations or specialist guidance.
04
Prepare the client discussion
Turn the checked comparison into a short meeting path focused on tradeoffs, client priorities, and the next decision.
Make Your Play
Help a Client Choose Between Competing Goals
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
Describe the first goal, including its purpose, target date, estimated cost, current funding, and flexibility.
0/10000
Describe the competing goal using the same details: purpose, target date, estimated cost, current funding, and flexibility.
0/10000
Summarize the financial and life details that affect the choice without including unnecessary identifying information.
0/10000
List the client's non-negotiables, concerns, available funding, deadlines, and willingness to adjust either goal.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Gather the decision facts
Enter both goals in the same level of detail, then add the client context, limits, and preferences that shape the choice.
02
Run the comparison
Use the compiled prompt to compare timing, cost, flexibility, urgency, dependencies, and consequences of delay.
03
Check the financial framing
Review the response for unsupported claims, hidden assumptions, product recommendations, and issues requiring fresh calculations or specialist guidance.
04
Prepare the client discussion
Turn the checked comparison into a short meeting path focused on tradeoffs, client priorities, and the next decision.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Replace identifying details with neutral labels before pasting client information. Use reasonable ranges if exact costs or dates aren’t available, and clearly label them as estimates.
Advanced instructions
Add current plan assumptions, funding sources, tax constraints, account restrictions, and scenario calculations when available. Check the final talking points against firm policy and the client’s documented objectives before use.
Use this when
A client wants to pursue two goals but may not have enough time, cash flow, or flexibility to fully fund both.
You'll need
- Goal A
- Goal B
- Client context
- Limits and preferences
You'll get
- Both goals compared across the same decision factors
- Facts, estimates, preferences, and unknowns clearly separated
- At least two workable paths framed with gains and tradeoffs
- Client questions and next actions ready for discussion
- Financial claims and recommendations checked before client use.
By the end of this playbook
You will have:
- Both goals compared across the same decision factors
- Facts, estimates, preferences, and unknowns clearly separated
- At least two workable paths framed with gains and tradeoffs
- Client questions and next actions ready for discussion
- Financial claims and recommendations checked before client use.
Examples
Progress 1 of 4