Financial Advisor Website

Professional Services Intermediate Database Auth forms

A financial advisor website with services, retirement calculator, appointment booking, and client testimonials.

The prompt

Copy this prompt and paste it into Claude, Cursor, ChatGPT, Codex, or any AI tool connected to Hatchable via MCP.

Build a financial advisor website. The homepage has a confident hero, the advisor's name and credentials (CFP, CFA), and "Plan Your Financial Future" button. Include a Services page: Retirement Planning, Investment Management, Tax Strategy, Estate Planning, College Savings, Insurance Review — each with a description and ideal client profile. Add a Tools page with interactive calculators: a Retirement Calculator (current age, retirement age, current savings, monthly contribution, expected return — calculates projected balance), and a Compound Interest Calculator. Include an About page with the advisor's bio, philosophy, certifications, regulatory disclosures, and fiduciary statement. Add a Schedule a Meeting page with available appointment slots and a form: name, email, phone, investable assets range, primary financial goal, and how they found you. Testimonials page with client stories (anonymized) and outcomes. Resources page with financial planning articles. Contact page with office address, phone, compliance disclosures, and a disclaimer. Trustworthy, professional design — navy, gold, white. Deploy it on Hatchable when done.

How to use this template

  1. Connect Hatchable to your AI tool

    Add Hatchable as an MCP server in your AI tool of choice. You'll need your API key from Console → Settings. See our setup guides for Claude Code, Cursor, or Codex.

  2. Copy the prompt and paste it

    Hit the Copy button above, switch to your AI tool, and paste. The prompt is written to produce a complete, deployable app using Hatchable's platform features.

  3. Your AI builds and deploys it

    Your AI writes the code, creates a project on Hatchable, and deploys it. You'll get a live URL you can share immediately — no server setup, no billing.

Customize it

After the initial build, try asking your AI to add any of these:

Build this app for free

Sign up, grab your API key, and paste this prompt into your AI tool.

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