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financial-plan

Create and update financial plans with retirement, education, estate, and cash flow analyses.

26|2|Updated Apr 30, 2026

Search Tags:#risk management #retirement planning #financial planning #cash flow analysis #estates planning

One-click install

npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill financial-plan-viviennamao

Or copy as Structured Prompt for Agent▼

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the process of building or updating comprehensive financial plans, including retirement projections, education funding, estate planning, and cash flow analysis, making it accessible for new client onboarding, annual reviews, or scenario modeling.

Core Features & Use Cases

Client Profile: Gather and confirm client demographics, employment, accounts, income sources, expenses, liabilities, insurance, and estate information.
Cash Flow Analysis: Build annual cash flow projections with inputs for inflation rate, tax rates, savings rates, and liabilities.
Retirement Projections: Project retirement savings and withdrawals, including Social Security, pensions, and Monte Carlo simulations.
Goal-Specific Analysis: Analyze education funding, estate planning, and risk management needs.
Scenario Modeling: Run scenarios for early retirement, market downturns, higher spending, and long-term care events.
Recommendations: Provide prioritized action items for savings rate changes, asset allocation adjustments, tax optimization, insurance gaps, estate document updates, and beneficiary reviews.

Quick Start

Use the financial-plan skill to build a financial plan for a new client named John Doe.

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?▼

Cash flow analysis projects annual cash flows by taking inputs for inflation rate, tax rates, savings rates, and liabilities, allowing you to model financial outcomes under various economic conditions.

Can I run scenario modeling for early retirement and market downturns?▼

Scenario modeling supports early retirement, market downturns, higher spending, and long-term care events, enabling you to test financial plan resilience by adjusting savings rates, asset allocation, and withdrawal strategies.

What information do I need to start retirement projections?▼

Goal-specific analysis evaluates education funding, estate planning, and risk management needs, generating prioritized action items for savings rate changes, tax optimization, insurance gaps, and beneficiary reviews.

Does financial planning work for annual reviews and estate planning?▼

Financial planning streamlines annual reviews and estate planning by updating client profiles, confirming estate information, and providing prioritized recommendations for asset allocation adjustments and estate document updates.