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.
Decision snapshot
Is this a fit?
Security review, Data analysis, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
Permission behavior not yet detected.
Copy skill directory
1 month ago · Apache-2.0 license
No specific cautions were detected. Review the source and requested permissions before installing.
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. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Data analysis
- Security review use cases
- Data analysis use cases
Declared skill metadata
- Source file: plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- 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
Verified compatibility and discovery
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.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
