financial-plan Skill
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash Published by anthropics in financial-services.
What is financial-plan Skill?
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Data analysis
- Security review use cases
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use financial-plan Skill
- Use it for security review.
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md
What it does
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash
Skill instructions
Financial Plan Workflow Step 1: Client Profile Gather or confirm: - Demographics: Age, spouse age, dependents, life expectancy assumptions - Employment: Current income, expected raises, retirement age target - Accounts: All investment accounts with balances and asset allocation - Income sources: Salary, bonuses, rental income, Social Security estimates, pensions - Expenses: Current annual spending, expected changes (mortgage payoff, kids' independence) - Liabilities: Mortgage, student loans, other debt - Insurance: Life, disability, LTC, health - Estate: Wills, trusts, beneficiary designations, gifting strategy Step 2: Cash Flow Analysis Build annual cash flow projections: | Year | Age | Gross Income | Taxes | Living Expenses | Savings | Net Cash Flow | |------|-----|-------------|-------|-----------------|---------|--------------| | | | | | | | | Key inputs: - Inflation rate assumption (typically 2.5-3%) - Tax rate (marginal and effective) - Savings rate and where savings are directed
Explore related resources
Frequently asked questions
What is financial-plan?
financial-plan is a open-source AI agent skill with Copy skill directory. Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis.
Who is financial-plan best for?
financial-plan is best for reusing agent instructions, scripts, and references, security review workflows, data analysis workflows.
How do I install financial-plan?
Install or run financial-plan using Copy skill directory. Check financial-plan for the latest setup command.
Is financial-plan actively maintained?
financial-plan may need a closer maintenance check before production use.
Auto-fetched from GitHub.
