01
Capture the confirmed change
Gather the event, confirmed facts, known financial effects, client priorities, and deadlines without adding assumptions.
Made for Financial Advisors
Turn a Life Change Into Review Questions
Also useful for: people in Finance
20 min
Intermediate
Financial Organization
Make a Financial Decision
Prepare a review-ready question set from a client's job change, inheritance, marriage, divorce, move, or health event.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Turn a broad life update into a focused review that uncovers financial effects, missing facts, urgent decisions, and useful next steps.
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
Generate the review brief
Run the compiled prompt to convert the event details into questions, planning topics, document checks, and follow-up items.
03
Check and prioritize
Compare the draft with the client file, remove answered questions, and move urgent or deadline-driven items to the top.
04
Build the meeting close
Turn unresolved items into clear decisions, document requests, referrals, and follow-up tasks for the end of the review.
Make Your Play
Turn a Life Change Into Review Questions
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
Select the client's main life change.
Describe what changed, when it happened, and which facts are confirmed.
0/10000
List the income, expenses, accounts, benefits, debts, taxes, or coverage already affected.
0/10000
Enter the concerns, goals, or decisions the client has already raised.
0/10000
List known deadlines, missing information, family considerations, and limits on available choices.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Capture the confirmed change
Gather the event, confirmed facts, known financial effects, client priorities, and deadlines without adding assumptions.
02
Generate the review brief
Run the compiled prompt to convert the event details into questions, planning topics, document checks, and follow-up items.
03
Check and prioritize
Compare the draft with the client file, remove answered questions, and move urgent or deadline-driven items to the top.
04
Build the meeting close
Turn unresolved items into clear decisions, document requests, referrals, and follow-up tasks for the end of the review.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Use broad, non-identifying details. Replace names, account numbers, addresses, and employer details with simple labels. Review every question before using it in a client meeting.
Advanced instructions
Add confirmed plan data, prior meeting decisions, account types, benefit deadlines, and known outside professionals. Remove questions already answered in the file, then reorder the remaining questions around urgency and decision readiness.
Use this when
A client reports a major life change before an annual review, but the financial effects and immediate planning priorities aren't clear yet.
You'll need
- Life change
- Event details
- Known financial effects
- Client priorities
- Deadlines and constraints
You'll get
- The life change summarized without unsupported assumptions
- At least 10 targeted review questions prioritized
- Relevant planning areas and time-sensitive issues identified
- Accounts, documents, decisions, and follow-up items organized
- Professional review flags separated from confirmed facts
By the end of this playbook
You will have:
- The life change summarized without unsupported assumptions
- At least 10 targeted review questions prioritized
- Relevant planning areas and time-sensitive issues identified
- Accounts, documents, decisions, and follow-up items organized
- Professional review flags separated from confirmed facts
Examples
Progress 1 of 4