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financial-planning-workflow
Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo analysis, Roth conversion and withdrawal sequencing, Social Security claiming strategy, education and estate goals, scenario modeling, and prioritized recommendations. Use when the user asks about building a financial plan, structuring a planning engagement, retirement or Social Security modeling, Roth conversion strategy, scenario analysis, prioritizing competing recommendations, preparing a plan presentation, or deciding when a p
Why this score
This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.
Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank
Security
Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.
None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.
A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan
Alternatives
Other makers' add-ons that do the same job, next to this one.
| Name | Score | Stars | Context | Updated |
|---|---|---|---|---|
| This onefinancial-planning-workflow JoelLewis/finance_skills · Skill | 52 | ★ 213 | ≈157 always | 4mo ago |
| planning-workflows TencentCloudBase/CloudBase-AI-Toolkit · Skill Both about planning | 69 | ★ 1.1k | ≈30 always | 16d ago |
| financial-data xbtlin/ai-berkshire · Skill Both about financial | 83 | ★ 17k | ≈21 always | 16d ago |
| creating-financial-models aisa-group/skill-inject · Skill Same job: planning & modeling | 53 | ★ 99 | ≈49 always | 2mo ago |
| financial-planner cjpatten/canadian-finance-planner-skill · Skill Both about financial and planning | 57 | ★ 64 | ≈28 always | 4mo ago |
| hehe-financial-analysis hexiaofeier/hehe-industry-research-skill-pack · Skill Both about financial | 59 | ★ 317 | ≈31 always | 29d ago |