financial-plan
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".
77
Quality
96%
Does it follow best practices?
Run evals on this skill
Adds up to 20 points to the overall score
View guide
Securityby
Passed
No findings from the security scan
No security issues found
Scanned
- Repository
- anthropics/financial-services
- Commit
eb0c1ea
- Audited
- Security analysis
Is this your skill?
If you maintain this skill, you can claim it as your own. Once claimed, you can manage eval scenarios, bundle related skills, attach documentation or rules, and ensure cross-agent compatibility.