Financial Planning
Build comprehensive financial plans covering retirement, education funding, estate planning, and cash flow projections.
⚠️
Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
This skill from Anthropic's official wealth management plugin builds comprehensive financial plans covering retirement projections, education funding, estate planning scenarios, and cash flow projections. Designed for wealth advisors creating client financial plans. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
ClaudeClaude Code
Use Cases
- ✓Build comprehensive retirement projections
- ✓Plan education funding and savings goals
- ✓Model estate planning scenarios
- ✓Create cash flow and budget projections
Trigger Phrases
“Build a financial plan”“/financial-plan”“Retirement and savings planning”“Comprehensive financial planning”
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Requirements
- Claude Code or Claude Cowork
- Client income, assets, and goals
- Time horizon and risk tolerance