Made for Financial Planners
Run a High-Value Annual Plan Review
Also useful for: people in Finance
120 min
Advanced
Decisions
Get Organized Financially
Comparing Financial Options
Standardize annual client reviews with a focused agenda, change scan, progress scorecard, decision record, action tracker, follow-up note, and review calendar.
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Use this when
You have an annual client review coming up and need to connect current financial facts, life changes, prior goals, open recommendations, and follow-up work in one controlled process.
You'll need
- Client context
- Review period
- Prior goals and commitments
- Recent changes
- Current planning metrics
- Planning concerns
- Constraints and tradeoffs
- Available records
- Meeting format
- Follow-up cadence
You'll get
- Every material change classified by evidence status
- Every prior goal scored with supporting evidence
- Review priorities ranked and bounded
- Decision-ready issues separated from unresolved issues
- Every recorded decision tied to its reasoning
- Every agreed action assigned a dependency and follow-up point
By the end of this playbook
You will have:
- Every material change classified by evidence status
- Every prior goal scored with supporting evidence
- Review priorities ranked and bounded
- Decision-ready issues separated from unresolved issues
- Every recorded decision tied to its reasoning
- Every agreed action assigned a dependency and follow-up point
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
I am preparing a video review for a married couple in their early 50s. Their prior goals were to reach $30,000 in emergency savings, increase retirement contributions, review disability insurance, and preserve the option to buy a home. Savings reached $26,500, contributions increased, and the insurance review is incomplete. Income rose, but they added a $19,000 auto loan and now provide monthly support to a parent. They want to keep at least $20,000 liquid and don't want to reduce retirement contributions. I have the prior plan, recent statements, budget, loan statement, and last year's notes, but no current tax return or insurance policy statement.
Sample assembled prompt
Priority 1: Test whether family support... Priority 2: Confirm the emergency reserve... Priority 3: Review disability coverage after... Priority 4: Compare scheduled and accelerated... Priority 5: Reset the home purchase... Decision log item: Auto loan strategy... Missing evidence: Three months of updated... Review trigger: Updated cash flow available. Action: Send current disability policy statement. Responsible party: Client. Due date: To confirm. Proof: Complete policy statement received. Follow-up: 30-day check-in.