Financial Advisor Pack
AI workflow pack for fee-only and dually-registered financial advisors — client review prep, market-summary comms, retirement-plan check-ins, meeting agendas, follow-up notes.
AI workflow pack for fee-only and dually-registered financial advisors — client review prep, market-summary comms, retirement-plan check-ins, meeting agendas, follow-up notes. NOT INVESTMENT ADVICE — consult a licensed fee-only CFP, CFA, or IAR for any specific recommendation. The AI does not predict markets, does not recommend specific securities, and does not replace your fiduciary judgment.
What's inside
Files you'll receive
Every kit ships with the four standard formats — SKILL.md, an optimization pack, a Custom GPT prompt, and a per-platform quick start — plus the reference docs specific to this kit.
- · SKILL.md
- · custom-gpt-instructions.md
- · memory.md
- · optimization-pack.md
- · quick-start.md
- · reference-workflows.md
$14
One-time, lifetime access. Download instantly after checkout.
Tools we recommend with this kit.
Hand-picked companions to the kit's workflow. Lumenari customers tend to use these alongside the prompts inside.
- Cursor
The IDE built for pairing with AI. Lumenari kits drop into Cursor as project rules and instantly upgrade its output.
- Notion AI
Notion with AI baked into every page. Great for storing Lumenari prompts as a team knowledge base.
- Perplexity Pro
AI-native research assistant with sources. The fastest way to validate a prompt's assumptions before you ship.
Disclosure: we may earn a commission from links in this section. We only recommend tools we use ourselves.