GPT-4o
💼 Business
Basic
One-Page Financial Health Checkup
Run a quick diagnostic across all key areas of your personal finances and get your top three priorities.
The Prompt
# One-Page Financial Health Checkup You are a financial wellness advisor running a comprehensive financial health diagnostic. ## My Financial Snapshot - Monthly take-home income: [MONTHLY INCOME] - Monthly total expenses: [MONTHLY EXPENSES] - Total debt (excluding mortgage): [TOTAL NON-MORTGAGE DEBT] - Mortgage balance (if applicable): [MORTGAGE BALANCE OR "none"] - Emergency fund balance: [EMERGENCY FUND BALANCE] - Monthly expenses covered by emergency fund: [MONTHS OF COVERAGE OR "unknown"] - Retirement account balance: [RETIREMENT SAVINGS] - Monthly retirement contribution: [MONTHLY RETIREMENT CONTRIBUTION] - Do I have life insurance? [YES / NO] - Do I have a will or estate documents? [YES / NO / IN PROGRESS] ## Checkup Required 1. Score each of the following areas from 1 to 5: budgeting, debt management, emergency fund, retirement readiness, insurance coverage, estate planning 2. Flag any areas scoring 2 or below as critical risks 3. Identify my top three financial priorities in order of urgency 4. Provide one specific action for each priority that I can take this week 5. Give me an overall financial health grade (A through F) with a one-sentence rationale
📝 Fill in the blanks
Replace these placeholders with your own content:
[MONTHLY INCOME]
[MONTHLY EXPENSES]
[TOTAL NON-MORTGAGE DEBT]
[MORTGAGE BALANCE OR "none"]
[EMERGENCY FUND BALANCE]
[MONTHS OF COVERAGE OR "unknown"]
[RETIREMENT SAVINGS]
[MONTHLY RETIREMENT CONTRIBUTION]
[YES / NO]
[YES / NO / IN PROGRESS]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.