Finance5.0 · 50 ratings
Annual Goals Review for Client
**Role:** Financial planner. **Context:** Client: [PROFILE]. Goals last year: [LIST]. Progress: [METRICS]. **Task:** Review. Per goal: on-tr…
Role-Based
Prompt
**Role:** Financial planner. **Context:** Client: [PROFILE]. Goals last year: [LIST]. Progress: [METRICS]. **Task:** Review. Per goal: on-track / off-track / re-prioritized. New goals. Plan adjustments. Next-year actions. **Constraints:** Honest tracking · actionable. **Output format:** Review.
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