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financial-plan

Develop comprehensive financial plans covering retirement, education, estate, and cash-flow analysis.

1|Updated Mar 9, 2026
Search Tags:#cash-flow#scenario-modeling#retirement#estate-planning#education-funding#financial-plan
One-click install
npx skills add https://github.com/kiryteo/opencode-setup --skill financial-plan-kiryteo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-plan
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/financial-plan
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill financial-plan-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill helps financial professionals assemble, maintain, and communicate comprehensive plans for individuals and families. It consolidates retirement projections, education funding, estate planning, and cash-flow analysis into a single, actionable document, reducing manual calculation errors and version drift.

Core Features & Use Cases

  • Retirement projections and Monte Carlo-style scenario planning for secure retirement outcomes.
  • Cash-flow analysis and goal tracking across education funding, estate planning, insurance needs, and debt management.
  • Onboarding and annual reviews: generate client-ready plans, update assumptions, and compare what-if scenarios for risk management and goal achievement.
  • Outputs include structured plans, recommended actions, and summarized risk assessments for stakeholders.

Quick Start

Generate a complete financial plan for a new client, including retirement projections, education funding, estate planning, and cash-flow analysis.

Frequently Asked Questions about financial-plan

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

FAQPage Schema
How do I create a comprehensive financial plan that includes retirement and estate planning?▼

Comprehensive financial plan generation requires inputs like demographics, income, assets, and liabilities to produce structured projections, risk assessments, and recommended actions covering retirement and estate planning.

What data do I need for cash-flow analysis and scenario modeling in a financial plan?▼

Cash-flow analysis and scenario modeling require inputs such as demographics, income, expenses, liabilities, insurance, and estate documents to compare outcomes under different assumptions and track goals.

Can I use scenario modeling to compare retirement projections under different assumptions?▼

Scenario modeling compares retirement projections under varying assumptions using Monte Carlo-style techniques, generating summarized risk assessments and recommended actions for secure retirement outcomes.

What is the best way to structure client onboarding for financial plans?▼

Client onboarding financial plans consolidate retirement projections, education funding, estate planning, and cash-flow analysis into a single actionable document, reducing manual calculation errors and version drift.

Does this financial planning approach support annual plan reviews and what-if scenarios?▼

Annual plan reviews update assumptions and compare what-if scenarios for risk management and goal achievement, producing client-ready structured plans with recommended actions and summarized risk assessments.

When do I need to update assumptions for education funding and estate planning in a financial plan?▼

Update assumptions for education funding and estate planning during annual plan reviews or client onboarding to maintain accurate cash-flow analysis, projections, and recommended actions across changing circumstances.

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