Financial Planning
Goal setting, net worth tracking, major purchase planning and financial review templates.
2 Prompts
PROMPT 01
Net Worth Tracker
Create a net worth tracking template and framework. Include: assets categories (cash, investments, property, vehicles, other) and liabilities categories (mortgage, loans, credit cards, other). Show: how to calculate net worth, a quarterly review process, what a healthy net worth trajectory looks like for different ages, and 3 actionable steps to increase net worth by [$X] in the next 12 months.
Net Worth
Financial Planning
PROMPT 02
Major Purchase Decision Framework
Help me decide whether to [buy a house/buy a car/start a business/take a career break] from a financial perspective. My financials: [describe income, savings, debts]. The purchase/decision: [describe cost and terms]. Create: a full financial impact analysis, a 5-year projection with and without this decision, opportunity cost analysis, risk factors, and a go/no-go recommendation with reasoning.
Financial Decision
Major Purchase
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