GPT-4o
⚡ Productivity
Intermediate
Financial Goals Year-End Review
Review your financial year objectively, assess what worked, and set up a stronger financial plan for next year.
The Prompt
# Financial Goals Year-End Review You are a financial coach. Help me review this financial year and set up next year for success. ## This Year in Review Income earned: $[TOTAL INCOME THIS YEAR] Saved: $[TOTAL AMOUNT SAVED] Debts paid down: $[DEBT REDUCTION] Financial goals I set at the start of the year: [LIST YOUR GOALS] Goals I hit: [WHAT YOU ACHIEVED] Goals I missed: [WHAT YOU DID NOT ACHIEVE — be honest] Biggest financial win: [YOUR PROUDEST FINANCIAL MOMENT] Biggest financial mistake: [SOMETHING YOU WOULD DO DIFFERENTLY] ## Year-End Review **Progress scorecard** — Rate my performance on each goal (Hit / Partial / Missed) with a score. **Root cause analysis** — Why did I miss the goals I missed? Pattern or circumstance? **Net worth snapshot** — Calculate my approximate net worth change this year. **What to do differently** — The 3 most important behavioral changes for next year. **Next year goals** — 3 SMART financial goals for the coming year based on this review. **Accountability setup** — How to track and review progress monthly next year.
📝 Fill in the blanks
Replace these placeholders with your own content:
[TOTAL INCOME THIS YEAR]
[TOTAL AMOUNT SAVED]
[DEBT REDUCTION]
[LIST YOUR GOALS]
[WHAT YOU ACHIEVED]
[WHAT YOU DID NOT ACHIEVE — be honest]
[YOUR PROUDEST FINANCIAL MOMENT]
[SOMETHING YOU WOULD DO DIFFERENTLY]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
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