# Fsi Command Financial Plan

> Use when financial-services work requires build or update a financial plan.

- Skill: `changhochien/fsi-command-financial-plan` (Agent Skill)
- Install (CLI): `npx skillmds@latest add changhochien/fsi-command-financial-plan`
- Raw SKILL.md: https://api.skillmd.com/api/skills/changhochien/fsi-command-financial-plan/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- License: MIT
- Author: changhochien (https://skillmd.com/u/changhochien)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/changhochien/fsi-command-financial-plan

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# 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.