◆ Output
What it produces
Comprehensive financial plan with retirement projections, education funding, estate summary, and cash flow analysis
◆ Audience
Best for
New client onboardingannual plan reviewslife event planning
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/financial-plan Build retirement plan for client aged 52, $3.2M portfolio
›/financial-plan Update financial plan with new income and savings rate
›/financial-plan Can client retire at 60 given attached assumptions?
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Financial Plan folder on GitHub, download it as a ZIP file. Or download the full Wealth Management vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /financial-plan in Claude
Open Claude, type /financial-plan, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Wealth Management