See the bigger picture
Help me choose what comes first
Make sense of competing goals, debts, and things you want from life.
Try this with your agent- What your agent needs
- Your financial picture and a conversation about what matters to you.
- What you get back
- An order of priorities with tradeoffs and a manageable next step.
- When to use it
- Run it when you need it, or ask your agent to repeat it quarterly.
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 decide what deserves my money and attention first. Review my full financial picture in Candor and what we have already decided. Use the available evidence to give me a provisional view now, clearly marking what could change it. Ask only the few questions about my priorities, obligations, worries, or plans that would most affect the decision. Compare competing uses of my money together rather than optimizing each account separately. Propose an order of priorities and explain what I would be giving up. Remember the context in your notes; ask me to approve exact changes before updating any budget or goal.
Nothing runs until you send the prompt to your agent.
Compare competing uses of the same money
Updated
Debt, savings, a move, and a household goal can each look reasonable on their own. The harder question is what comes first when they compete for the same cash. Your agent can use Candor's records and previous decisions to frame that tradeoff, then ask what matters most to you.
Check the answer
- Ask for a provisional order with the evidence and assumptions behind it. Identify which missing fact would most change that order.
- Make the cost of choosing visible: which goal waits, what flexibility changes, and which obligations still need to be covered.
Choose a next step
Discuss the proposal before saving any exact budget or goal changes. Remember the reasons in a note so a later review can tell whether circumstances changed or the same tradeoff remains.