Popular prompts: Life decisions

These prompts help you plan around big moments, from an inheritance to time off work, using your own accounts and goals. Click any prompt to open it in Mezzi chat.

• Draft a plan based on my accounts and goals.

• I'm receiving an inheritance. How should I invest it given my goals and taxes?

• How would a large one-time expense affect my cash flow and retirement plan?

• How would taking a year off work affect my retirement plan?

• How should I plan for my kids' education costs?

• One stock makes up a large share of my portfolio. How should I diversify it with taxes in mind?

• Review the financial plan from my advisor and tell me which assumptions look off.