Financial Planning Report – Examples of How to Prompt Your Assistant

How to Prompt the Assistant when Viewing the Financial Planning Report

From within the Financial Planning section of the dashboard, select the View Financial Planning Report button in the Action column of the Financial Planning report you wish to prompt.

Type the prompt into the textbox at the bottom of the screen and select the send button to the right

Clarification

  • Can you clarify on X?

Follow up

  • The client is 58 years old, based on that additional information what would you suggest?

What if

  • What if the client would like to retire at the age of 60 instead of 65, how would that change the plan?

Tables

  • Can you put a table to demonstrate the different options related to X?