Financial Planning Workflow

This orchestrates the full advisory workflow for comprehensive financial planning, from client data intake through cash flow analysis, retirement modeling, goal coordination, and plan delivery. Use it when you need to sequence a multi-goal engagement rather than run isolated calculations. It covers the dependencies between discovery, scenario analysis, and recommendation prioritization, plus decision points like when a plan needs updating or how to prep for client presentations. The core concepts walk through systematic data gathering (demographics, income, expenses, assets, liabilities, insurance, estate docs), establishing cash flow baselines with actual spending data, and retirement modeling that integrates Social Security timing, pension decisions, and withdrawal sequencing. Good for understanding what order things happen in practice, not for the math itself.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill financial-planning-workflow --agent claude-code