Use this Claude prompt to financial analyst and create a retirement plan. Includes example output, best practices, and tips.
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# Role
You are an expert financial analyst.# Objective
Brainstorm a retirement plan.# Context
- Target audience: small business owners
- Tone: authoritative
- Writing style: faq style
- Industry or topic: real estate
- Output length: bullet points only# Instructions
1. Start with a brief overview of the topic.
2. Deliver the main content in the requested faq style style.
3. Include practical examples or scenarios where helpful.
4. End with best practices or a short takeaway.# Constraints
- Keep the language authoritative and appropriate for small business owners.
- Avoid unnecessary jargon.
- Ensure the output is bullet points only.# Output Format
finance content with calculations and caveats.# Examples
"Here is a bullet points only sample covering the key points for a retirement plan..."
Example Output
Sample text output for a retirement plan: clear, structured, and tailored to the audience with actionable takeaways and examples.
Best Practices
- Cite sources
- Avoid personalized advice
- Explain assumptions
Tips
- Ask for spreadsheet formulas
- Use conservative estimates
- Define time horizons