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financial-plan
skilltested · static-verifiedscore 50/100signed passport ✓1,100 uses
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial pla
Declared tools (1)
financial-plan
skill:anthropics/financial-services/financial-plan · published by anthropics · source repository