Financial Plan

Name: Financial Plan
Availability: InStock
Author: Anthropic

Generate financial plans with cash flow, retirement, education, and estate projections.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#cash flow #wealth management #financial planning #investment analysis #retirement #estate planning

Ready to run

npx skills add https://github.com/anthropics/financial-services-plugins --skill financial-plan

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Financial Plan
Source: https://github.com/anthropics/financial-services-plugins/tree/main/wealth-management/skills/financial-plan
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill financial-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about Financial Plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I build a comprehensive financial plan for a new client?▼

To build a comprehensive financial plan, input client demographics, income, expenses, assets, liabilities, and insurance. The system projects cash flows and models retirement, education, and estate planning scenarios to generate actionable recommendations.

What data is required to generate accurate cash flow projections for wealth management?▼

Accurate cash flow projections require detailed input on client demographics, employment income, expenses, assets, and liabilities. Gathering this comprehensive financial and insurance data ensures precise modeling of retirement and education funding scenarios.

Can I model retirement readiness and estate tax scenarios in a single session?▼

Yes, you can model retirement readiness and estate tax scenarios in a single session. The skill analyzes client data to project outcomes for various what-if scenarios, supporting new client onboarding and annual reviews with actionable recommendations.

What is the best way to analyze the impact of what-if scenarios on financial planning outcomes?▼

The best way to analyze what-if scenarios is to input client financial data and let the system model different variables. This scenario modeling evaluates impacts on retirement, education funding, and estate planning outcomes to provide prioritized recommendations.

Does financial planning software support annual reviews and ongoing client profiling?▼

Yes, the financial planning process supports annual reviews and ongoing client profiling. By updating demographic, employment, and insurance data, you can regenerate cash flow projections and adjust estate planning scenarios for existing clients.