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Comprehensive financial plan: cash flow and retirement v1.0.0

Use this resource to build a comprehensive financial plan for a client

New

  • 330 downloads
  • 183 likes
  • 187 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install comprehensive-financial-planning

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent follows the advisor's process: household data gathering, cash flow analysis, retirement modelling, Monte Carlo simulation, Roth conversion strategy and Social Security claiming. It then ranks recommendations by priority. You get a structured plan and its presentation.

Mostly picked by

Updated November 2, 2026

Card for the “Comprehensive financial plan: cash flow and retirement” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: data gathering, cash flow analysis and retirement modelling
  • SKILL.md: scenarios, prioritised recommendations and plan presentation

Good fit for

  • You are preparing a first planning meeting with a new client
  • A client is approaching retirement and has to make trade-offs

Not for

    Tags

    • financial plan
    • retirement
    • Monte Carlo
    • planning
    • advice

    About

    You say

    “Build the financial plan for a 58-year-old couple who want to retire in five years.”

    Card for the “Comprehensive financial plan: cash flow and retirement” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to build a comprehensive financial plan for a client
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md29.3 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/financial-planning-workflow
    Licence
    MIT

    Notice

    « financial-planning-workflow » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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