FIRE YOUR FINANCIAL ADVISOR

CHATGPT BUILDS A 12‑MONTH INVESTMENT PLAN

COPY THESE 5 PROMPTS AND WATCH YOUR PORTFOLIO GROW

[SAVE THESE]

1/ Risk‑Profile Decoder

Prompt: “Stats: age [insert], annual income [$insert], investable cash [$insert], risk tolerance [low / medium / high], goal [$insert amount] by [deadline].
Output a one‑paragraph risk summary and target annual return range.”

2/ Asset‑Mix Blueprint

Prompt: “Using the risk profile above, create a 12‑month asset allocation: percentage splits for U.S. equities, international equities, bonds, and cash. Add one ETF example for each slice and list expected annual yield.”

3/ Monthly Contribution Map

Prompt: “Assume I can invest [$insert] per month. Build a month‑by‑month deposit schedule that hits my target allocation by Month 3 and keeps it balanced through Month 12.”

4/ Quarterly Rebalance Alert

Prompt: “Generate a simple table showing four quarterly checkpoints. For each, describe the threshold (±5 %) that triggers a rebalance and which asset to trim or top up.”

5/ Tax‑Efficiency Playbook

Prompt: “I’m in a [insert]% tax bracket. Suggest the best account types (e.g., Roth IRA, HSA, taxable) for each asset slice, and list one strategy to defer or reduce taxes within the next 12 months.”

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