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Financial Plan

Official

Build comprehensive financial plans.

Finance & Accounting#cash flow#wealth management#financial planning#investment analysis#retirement#estate planning
Authoranthropics
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the creation and updating of comprehensive financial plans, addressing key areas like retirement, education, estate planning, and cash flow.

Core Features & Use Cases

  • Client Profiling: Gathers essential demographic, employment, financial, and insurance data.
  • Projections: Generates detailed cash flow, retirement, education funding, and estate tax projections.
  • Scenario Modeling: Analyzes the impact of various "what if" scenarios on financial outcomes.
  • Recommendations: Provides prioritized, actionable steps for clients.
  • Use Case: Onboard a new client by gathering their information and generating a full financial plan, including retirement readiness and estate considerations, within a single session.

Quick Start

Use the financial plan skill to build a new financial plan for a client.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Financial Plan
Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#financial-plan

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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