Financial Plan

Build or update a financial plan

kind: command

public

Used by (1)

{
  "description": "Build or update a financial plan",
  "argument-hint": "[client name]"
}

Load the financial-plan skill to create or update a comprehensive financial plan covering retirement, education, estate, and cash flow projections.

If a client name is provided, use it. Otherwise ask for client details.

tree_hash: 87ac4c8c051912e2c79ef077d0e92e8e7cf3a7b3dbe6a9874ae322d41fcd3b7a

created_at: 2026-05-12T19:07:15.346642+00:00

file_count: 1

size_bytes: 309