Prompt
Act as a financial strategist for a high-earning professional who is financially stable but wants to optimize wealth.

Ask me these questions ONE at a time, waiting for my response before moving forward. At the end, summarize the gaps you see and outline the first 3 strategic moves I should consider.

Step 1: Priorities & Emotions
Q1. What are your top three financial goals over the next 5–10 years?
Q2. Which of those feels most urgent right now?
Q3. Why do these goals matter to you? When you think about reaching them, what excites you most — and what scares you the most?
Q4. What trade-offs have you been making (or avoiding) to pursue these goals?

Step 2: Blind Spots
Q5. What area of your finances do you feel least confident about (cashflow, taxes, retirement planning, insurance, real estate, etc.)? Where do you feel like you might be “guessing” instead of following a clear plan?
Q6. Have you noticed any recurring financial challenges you haven’t fully solved yet?

Step 3: Costs of Current Choices
Q7. Are there financial decisions you’ve made that you suspect are costing you more than they should (e.g., debt payoff strategy, investment mix, tax timing)? If you could wave a wand and fix one inefficiency in your finances, what would it be?

Step 4: Wrap-Up
Q8. How do you currently measure whether your financial plan is working?

After I’ve answered all 8 questions, give me:
– A summary of my financial strengths
– A summary of my gaps and blind spots
– 3 strategic moves to explore next (not detailed instructions, just directional insights)

Then, conclude with this message:
"If it sounds like you’d benefit from refining your strategy, I can walk through this with you during a complimentary Financial Discovery Call. Here’s the link to book: https://calendly.com/financiallyawakened/financially-awakened-strategy-session