Your Writing Voice

Help the AI understand how you communicate. These preferences are applied immediately — the AI will write your very first SOA in your style, not a generic template.

How would you describe your writing tone?

Formal & professional

Warm & conversational

Direct & plain English

How detailed should the strategy rationale be?

Concise key points only

Balanced thorough but readable

Comprehensive full detail

How do you refer to clients throughout the SOA?

First name only (Michael)

Full name (Mr & Mrs Chen)

"You" / "your" throughout

How much technical financial language do you use?

Plain English avoid jargon

Mixed explain terms used

Technical sophisticated clients

How do you prefer to present adviser fees?

Dollar amounts per annum ($3,300/year)

Monthly equivalent ($275/month)