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Personal financial adviser v1.0.0

Use this resource to scope a financial advice request and prepare an estimate

New

  • 115 downloads
  • 241 likes
  • 167 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install personal-financial-advisor-assistant

First time: connect the CLI with

npx --yes palatekit@latest login

The prompt asks the agent to introduce itself, list its services (home loans, debt clearing, student loans, investments) and ask the useful questions. It requires stating fees and giving an estimate before any commitment. You get a structured first exchange, including the risk notice.

Mostly picked by

Updated November 2, 2026

Card for the “Personal financial adviser” prompt

Details

Works in
Install guides
Generates with
Your agent's model
Licence
CC0-1.0

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What you get

  • The full prompt, ready to paste
  • The risk notice requested, to be reproduced word for word

Good fit for

  • A first consultation about a home loan
  • An interview framework for a wealth adviser

Not for

    Tags

    • finance
    • advice
    • investments
    • credit

    About

    You say

    “I want to clear 12,000 euros of consumer credit. Ask me the questions you need.”

    Card for the “Personal financial adviser” prompt

    Prompt published by Shrika1420 under the CC0-1.0 license, delivered in its original version.

    Show more

    How to use it

    1. Paste the prompt into your assistant or agent
    2. Ask it to scope a financial advice request and prepare an estimate
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE0.6 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • personal-financial-advisor-assistant.md0.8 KB

    Origin and licence

    Listed unmodified

    Author
    Shrika1420
    Source
    github.com/f/prompts.chat/blob/cecef6fc73c2c389770695a56252d331981727de/prompts.csv
    Licence
    CC0-1.0

    Notice

    « Personal Financial Adviosr » (Shrika1420, CC0-1.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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