Stay on track
Keep my goals within reach
Know when your savings pace and target date need another look.
Try this with your agent- What your agent needs
- Your approved Candor goals and recent financial activity.
- What you get back
- A progress review and specific options if your plan needs adjusting.
- When to use it
- Run it when you need it, or ask your agent to repeat it monthly.
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.
Review my approved goals in Candor against current progress and cash flow. Explain whether each target and date still look achievable using the available evidence. If something is off track, compare adjusting contributions, the target, or the date. Ask me to approve the exact changes before updating any goal or budget. Remember what we decide for the next review.
Nothing runs until you send the prompt to your agent.
Check what changed before changing the goal
Updated
A target can need attention because contributions changed, the date moved, or your priorities shifted. Your agent should start with the approved goal in Candor and the evidence of current progress. A balance elsewhere is not automatically money committed to that goal; clarify what you have actually set aside.
Check the answer
- Confirm the target, date, saved amount, and contribution assumptions. Explain any gap between observed activity and recorded progress.
- Ask your agent to compare changing the contribution, amount, or date separately. Check the effect on other commitments before choosing.
Choose a next step
Review the exact revision before it is saved. Keep a note of why you changed the plan, so the next check-in does not recommend reversing a deliberate decision.