Financial Planning Integration

This one walks you through connecting planning engines like eMoney, MoneyGuidePro, or RightCapital to the rest of your advisor stack. It covers the goal-based planning workflow, Monte Carlo simulation for probability of success, and how plan outputs like required return and risk capacity feed back into portfolio construction. The tax planning piece is solid, covering Roth conversion modeling, withdrawal sequencing, and RMD projections under SECURE 2.0. Use it when you're designing data flows between CRM, PMS, and the planning tool, or when you need to think through how plan-to-portfolio linkage actually works in practice. The system architecture section makes clear why aggregation and custodial feeds matter for getting a complete client picture.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill financial-planning-integration --agent claude-code