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Build a Simple Money Plan (Questions)
A framework to think through your finances — not advice.
Universal
Claude
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Grok
💡 The original prompt — works in any model. Start here, then tune per model.
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Situation
Help me think through a simple money plan. My situation + goal (save, pay down debt, get organized): {SITUATION} Give me: 1. The key questions to answer about income, spending, and goals. 2. A simple way to see money in vs. out. 3. The order most people tackle things (emergency buffer, high-interest debt, etc.) — as general concepts. 4. What to bring to a professional. IMPORTANT: educational framework only — NOT financial advice. A qualified advisor should guide actual decisions. Use [brackets] for specifics.
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