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.
Fsi Wm Cmd Financial Plan
Build or update a financial plan — usage: /financial-plan [client name]
d-wwei
Updated Fsi Wm Cmd Financial Plan by d-wwei · 4b694fc
npx skillmds@latest add d-wwei/fsi-wm-cmd-financial-plan File contents
---name: fsi-wm-cmd-financial-plandescription: Build or update a financial plan — usage: /financial-plan [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.
d-wwei/openclaw-financial-services/tree/main/skills/fsi-wm-cmd-financial-plan commit 4b694fc921
Frequently asked questions
Run npx skillmds@latest add d-wwei/fsi-wm-cmd-financial-plan in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
Build or update a financial plan — usage: /financial-plan [client name] It is listed under Coding & Dev Tools on SkillMD.
This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.
This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.
Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.
d-wwei (@d-wwei) published this skill. Their other Agent Skills are listed on their SkillMD profile.