See the bigger picture
Prepare for my annual financial check-in
Bring your money, life changes, and open questions together.
Try this with your agent- What your agent needs
- Your financial history and any relevant tax, insurance, or benefits documents.
- What you get back
- A concise review and an organized list of decisions and professional questions.
- When to use it
- A focused review when this question comes up.
Try it with your finances
Copy the prompt into your AI agent to get started. It uses your Candor records and asks for any missing context.
New to Candor? Connect your agent first.
Help me prepare for an annual financial check-in using Candor and our previous decisions. Review how income, spending, debts, savings, and goals changed. Ask about life changes, benefits, insurance, or tax questions that need context beyond connected accounts. Organize the documents and questions worth taking to the relevant professional, and identify useful follow-through for us to revisit.
Nothing runs until you send the prompt to your agent.
Bring the financial year and the life changes together
Updated
An annual check-in is a chance to revisit decisions that made sense months ago. Your agent can compare Candor's income, spending, debt, and goal history with earlier notes. Connected accounts will not explain every life change, benefits election, or insurance term, so the review should also produce a focused list of questions and missing documents.
Check the answer
- Confirm how much of the year is covered and distinguish incomplete history from a real change in activity.
- Separate decisions you can discuss with your agent from questions that need an insurer, employer, tax preparer, or other professional.
Choose a next step
Choose the questions that matter now and keep their context in Candor. Use the benefits, insurance, or tax-preparation guides for a more focused follow-up.