Financial Planning Workflow

by JoelLewis

Financial Planning Workflow is an AI Engineering skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Financial Planning Workflow

Copy Financial Planning Workflow into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-workflow ~/.claude/skills/financial-planning-workflow

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/advisory-practice/skills/financial-planning-workflow/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/financial-planning-workflow
Collection: One of 25 skills cataloged from this repository
Category: AI Engineering — 3475 skills

What Financial Planning Workflow does

Financial Planning Workflow orchestrates financial plan assembly and delivery, including data gathering, cash flow analysis, retirement modeling, Social Security, Roth conversions, Monte Carlo analysis, and scenario recommendations. Use it when building or updating a comprehensive financial plan or preparing a plan presentation.

Financial Planning Workflow is cataloged under AI Engineering on DirSkills. Financial Planning Workflow comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Financial Planning Workflow

Core Concepts

Client Profile and Data Gathering

The financial plan begins with a structured intake that captures the client's complete financial picture. Incomplete data leads to unreliable projections and missed planning opportunities. The advisor should collect the following categories systematically before any analysis begins:

Household demographics — ages, marital status, dependents (ages and expected years of financial support), health status and family longevity history, employment status and expected retirement dates, state of residence (for state tax modeling).

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Financial Planning Workflow

What else does JoelLewis publish alongside Financial Planning Workflow?
Financial Planning Workflow is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Financial Planning Workflow does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Financial Planning Workflow compare to other AI Engineering skills?
Financial Planning Workflow ranks #3035 by stars among the 3475 AI Engineering skills in this catalog. The most-starred ones next to it are Architecture Decision Records, AI-First Engineering and Agentic OS. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Financial Planning Workflow against them. Open each page to compare what they document and how they install.