financial-planning-workflow
CommunityOrchestrate client financial plans.
Finance & Accounting#retirement planning#financial planning#scenario analysis#estate planning#advisory workflow#goal integration
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the entire process of creating and delivering comprehensive financial plans for clients, ensuring all aspects of their financial life are considered.
Core Features & Use Cases
- End-to-End Workflow Orchestration: Guides the advisor through data gathering, cash flow analysis, retirement modeling, goal integration, scenario planning, and recommendation prioritization.
- Multi-Goal Coordination: Integrates complex goals like retirement, education funding, and estate planning into a unified, actionable plan.
- Use Case: When a client asks about building a complete financial plan, including retirement, education, and estate goals, this Skill will guide you through gathering the necessary data, projecting outcomes, and presenting prioritized recommendations.
Quick Start
Use the financial-planning-workflow skill to start building a comprehensive financial plan for a new client.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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-planning-workflow Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#financial-planning-workflow Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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