A spec built with the MindPalaceX Spec Workshop
FinanceAdvisor Assessment — v1 Build Spec
A financial assessment tool that evaluates user financial health and connects them with advisory guidance based on their results.
Who it's for
Consumers / everyday people — Users lack clarity on their financial situation and need guidance on financial decisions, but lack access to affordable, personalized financial advisory.
Core user flow (v1)
- User signs up and completes financial assessment quiz
- Assessment results are delivered via email
- Users with scores below 2 points are prompted to book a consultation call
Must-have features (v1)
- Assessment quiz
- Booking / scheduling
- Payments & checkout
- Admin dashboard
- Analytics / reports
Data it keeps track of
- Users / accounts
- Bookings / appointments
- Orders / payments
- Messages
- Tasks / projects
- Reviews
- Documents / files
Integrations
- Stripe (payments)
- Google Calendar
- Claude AI
- File storage
- Slack
- Email sending
Not in v1 (deliberately)
Everything not listed above
How we'll know v1 works
Percentage of users with assessment scores below 2 points who successfully book a consultation call within 7 days of receiving their results email.
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