Fsi Command Financial Plan

FSI Command: /financial-plan

Overview

This is the Hermes profile equivalent of the original Cowork slash command /financial-plan from wealth-management. Invoke it explicitly with /skill fsi-command-financial-plan or ask in natural language for this workflow.

When to Use

• Use when the user asks for /financial-plan or a financial plan financial-services workflow.
• Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

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.

Hermes Invocation

• Explicit: /skill fsi-command-financial-plan
• Natural language: “Use the financial-plan command workflow for ...”

Verification Checklist

• The command intent, inputs, and output format are confirmed.
• The output cites sources or clearly labels assumptions.
• The final artifact is marked draft / for human review when appropriate.