Client Review Prep

This assembles everything an advisor needs before walking into a client review meeting: context packages pulling from CRM and planning systems, performance summaries with benchmark comparisons, allocation drift analysis flagged against IPS tolerance bands, and tailored talking points covering rebalancing needs, life events, and action item follow-ups. It's designed to replace the manual scrambling that happens the morning of a meeting. The drift analysis is particularly smart because it identifies which positions are out of tolerance and estimates tax impact for rebalancing discussions. Use it when preparing for quarterly or annual reviews, or when a life event or market move triggers an off-cycle meeting. The skill focuses on prep workflow, not live meeting execution.

skills.sh installs: 673
GitHub stars: 224
last updated: Aug 21, 2026

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Install

$ npx -y skills add joellewis/finance_skills --skill client-review-prep --agent claude-code

Installs into .claude/skills of the current project.

Files

Client Review Preparation

Core Concepts

Client Context Assembly

The foundation of review preparation is assembling everything the advisor needs to know about the client before the meeting. This context package draws from multiple systems and should be gathered systematically rather than ad hoc.

Data to assemble:

SKILL.md on GitHub

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