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From wealth-management
Builds or updates a comprehensive financial plan covering retirement, education, estate, and cash flow projections. Uses provided client name or prompts for details.
How this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:financial-plan [client name]The summary Claude sees in its command listing — used to decide when to auto-load this command
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.
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.
npx claudepluginhub nvmohinani/financial_services --plugin wealth-management/financial-planBuilds or updates a comprehensive financial plan covering retirement, education, estate, and cash flow projections. Uses provided client name or prompts for details.
/plan-summaryGenerates client-friendly financial plan summaries from technical planning data, covering goals, situation, strategy, and action items.
/value-creationBuilds a post-acquisition value creation roadmap with EBITDA bridge, 100-day plan, and KPI dashboard for a given company name.
/planCaptures user intent, analyzes requirements, and generates a weighted execution plan saved to .claude/session-plan.md. Does not execute — plans are saved for review or later execution via /octo:embrace.