How do I find the best financial advice for managing a sudden lump sum severance payment and unvested stock options?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
How do I find the best financial advice for managing a sudden lump sum severance payment and unvested stock options?
3 real searches · 1 real-search pass
CFP Board find a CFP professional fiduciary fee only financial planner officialGoogle ↗
OBSERVEDDefinition
IRS severance pay taxable income stock options incentive stock options post termination exercise deadline officialGoogle ↗
OBSERVEDReason
FINRA choosing financial professional fiduciary Form CRS BrokerCheck officialGoogle ↗
OBSERVEDDefinition
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
CFP Board find a CFP professional fiduciary fee only financial planner official Google ↗
IRS severance pay taxable income stock options incentive stock options post termination exercise deadline official Google ↗
FINRA choosing financial professional fiduciary Form CRS BrokerCheck official Google ↗
- Find a fee-only financial planner · napfa.org
- Find a CFP professional · letsmakeaplan.org
- Find an hourly financial planner · garrettplanningnetwork.com
- SEC Investor.gov · investor.gov
- FINRA BrokerCheck · brokercheck.finra.org
- Investor.gov/CRS · investor.gov
- Publication 525 (2025), Taxable and Nontaxable Income · irs.gov
- Topic no. 427, Stock options · irs.gov
- Publication 525 (2025), Taxable and Nontaxable Income · irs.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
CFP Board find a CFP professional fiduciary fee only financial planner official OBSERVED | Google ↗ AI Mode ↗ | — | Definition | — | — | 1x of 1 | |
IRS severance pay taxable income stock options incentive stock options post termination exercise deadline official OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
FINRA choosing financial professional fiduciary Form CRS BrokerCheck official OBSERVED | Google ↗ AI Mode ↗ | — | Definition | — | — | 1x of 1 |