The visual system and the voice rules, as the Stak carries them. Every value on this page is one Claude reads.
Usage
The short version, for anyone shipping something today.
Do
- Open with fee-only
- Attach the disclosure version
- Set numbers in Plex Sans, tabular
Don't
- Cite a return
- Compare to an index
- Use 'guaranteed' anywhere
Hard rules from the Stak- HARD RULE — no performance figures, projections, or return estimates in any public copy. This is the one the Stak refuses on.
- 'Fiduciary' and 'fee-only' have approved definitions in the Stak. Use them verbatim or not at all.
- Never reference a client household, even anonymously.
A draft that breaks one of these does not ship. Claude files a request instead.
Still open2 questions on the Questions tab would change this page once answered. Until then the guide says nothing about them.