# Finance Adviser Boundary Card

Use with [AI Is Not Your Financial Advisor](/articles/ai-is-not-your-financial-advisor).

## What this is not

Not financial, tax, or legal advice. Not a product recommendation. Not permission to skip a licensed professional for irreversible money decisions.

## Before any money-related prompt

1. My question is literacy only (table / questions / checklist): [ ]
2. I am NOT asking which product to buy, payoff order, tax position, coverage ruling, or score hack: [ ]
3. Figures I paste were typed by me from primary documents (no full statements): [ ]

## Model role today (circle one)

format table / list missing fields / draft counselor questions / other: ________

## Hard stops - escalate to a licensed human

- [ ] Product pick (loan, card, investment, insurance)
- [ ] Debt payoff order or settlement tactic
- [ ] Tax filing position or credit/deduction choice
- [ ] Insurance coverage or settlement acceptance
- [ ] Credit score "hack" or guaranteed deletion scheme

## After the reply

- [ ] I discarded any ranking or "best" language
- [ ] Unverified cells marked unknown
- [ ] Next step is my judgment or a booked professional - not more prompting