Open
Fieldbook
Prompt Engine
March 2026
Financial Advisor Prompt Engine
Generate prompts, interpret outputs, create reports
Shared Client Information
?
Client Name
Client Age
Profession
Risk Tolerance
Select risk tolerance
Conservative
Moderate
Aggressive
Total Assets
Annual Income
Meeting Notes
Client Communication
Content Generation
Research
Financial Planning
Meeting Context
?
Meeting Date
Attendees
Meeting Type
Select meeting type
Annual Review
Planning Session
Check-in
Onboarding
Duration (minutes)
Raw Meeting Notes/Transcript
Generate Prompt
Copy Prompt
Interpret Output
Generate Report
Meeting Report
Client Profile
?
Life Stage
Select life stage
Early Career
Peak Earning
Pre-Retirement
Retirement
Legacy
Financial Personality
Select financial personality
Engineer (analytical)
Delegator
Collaborator
Validator
DIYer
Investment Knowledge (1-10)
Communication Purpose
Select purpose
Market Update
Portfolio Rebalancing
Planning Opportunity
Response to Concern
Check-in
Specific Communication Context
Current Client Emotional State
Select emotional state
Confident
Concerned
Confused
Anxious
Excited
Neutral
Generate Prompt
Copy Prompt
Interpret Output
Format Communication
Formatted Communication
Content Brief
?
Core Topic
Target Audience
Tone
Select tone
Authoritative
Conversational
Educational
Primary Keyword
Unique Angle
Proof Points
Generate Prompt
Copy Prompt
Interpret Output
Format Content
Content Package
Research Parameters
?
Research Objective
Analysis Type
Select analysis type
Sector Analysis
Fund Comparison
Strategy Evaluation
Market Outlook
Source Materials
Generate Prompt
Copy Prompt
Interpret Output
Format Analysis
Research Analysis
Planning Situation
?
Annual Expenses
Specific Decision or Scenario
Select planning question
Should they retire at 62, 65, or 67?
Roth conversion strategy over next 5 years
Pay off mortgage or invest the cash?
College funding: 529 vs taxable vs home equity?
When to claim Social Security?
Time Horizon (years)
Additional Planning Notes
Generate Prompt
Copy Prompt
Interpret Output
Format Plan
Financial Plan