Get it as a file or emailPrompt 110
Make a year-in-review presentation
Packages the year into something you can walk a partner or advisor through.
Ready to ask
Prompt text
“Make a six-slide presentation of my financial year: net worth change, savings rate, biggest spending shifts, portfolio performance against a simple benchmark and three priorities for next year. Keep one idea per slide.”
Context Silvia can use
Net worth history, transactions, holdings and goals.
What a strong answer includes
Six-slide PowerPoint deck.
Useful follow-ups
- Add speaker notes.
- Make a one-page PDF version.
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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