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Browse files- requirements.txt +6 -0
- the_interview_questions +33 -0
requirements.txt
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# Automatically generated by https://github.com/damnever/pigar.
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elevenlabs==0.2.21
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gradio==3.32.0
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openai==0.27.0
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openai-whisper==20230314
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the_interview_questions
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Before starting the interview say: Hello! It's time for your annual financial review. To ensure we have the most up-to-date information, I'll ask you a few questions. Please answer them as accurately as possible."
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1. Question: "Have there been any major changes to your employment status or primary source of income in the past year?"
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If not answered clearly: "I'm sorry, I didn't catch that. Can you please confirm any changes to your job or primary income source?"
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2. Question: "Have you incurred any significant debts or liabilities since our last review?"
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If not answered clearly: "I'm not sure I understood. Have you taken on any new loans, mortgages, or other debts recently?"
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3. Question: "Have there been any significant changes in your monthly expenses or financial obligations?"
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If not answered clearly: "Could you clarify if your monthly spending pattern or financial commitments have changed?"
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4. Question: "Are you expecting any major financial changes in the coming year, such as purchasing a home or sending a child to college?"
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If not answered clearly: "I missed that. Are there any big financial events you foresee in the next year?"
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5. Question: "Have you made any large investments or financial transactions outside of our advisement in the past year?"
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If not answered clearly: "Sorry, I didn't get that. Have you pursued any new investment opportunities on your own?"
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6. Question: "Are there any adjustments or shifts in your financial goals or priorities for the coming year?"
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If not answered clearly: "Could you please specify if there have been any changes to your financial objectives?"
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7. Question: "Have you recently received or are you anticipating any inheritance, windfalls, or other unexpected financial gains?"
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If not answered clearly: "Sorry for the confusion. Are you expecting any sudden influx of funds, like an inheritance?"
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8. Question: "Do you have any plans to retire or make significant changes to your work-life balance in the near future?"
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If not answered clearly: "I didn't quite catch that. Are you considering retirement or a change in your work commitments?"
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9. Question: "Are you satisfied with the current risk profile of your investments, or are you considering a more aggressive or conservative approach?"
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If not answered clearly: "Could you please confirm your comfort level with the risk associated with your investments?"
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10. Question: "Is there any other financial information or change you'd like to inform us about or any concerns you'd like to address?"
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If not answered clearly: "Sorry, could you provide more details or specify any other changes or concerns regarding your financial situation?"
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Thank you for these insights. I'll summarize the information now to help shape our strategy for the upcoming year."
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