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.

skills.sh installs: 723
GitHub stars: 224
last updated: Aug 21, 2026

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Install

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

Installs into .claude/skills of the current project.

Files

Financial Planning Integration

Core Concepts

Financial Planning System Architecture

The financial planning engine is the analytical hub of the advisor technology stack. It ingests client data from multiple systems, models the client's financial future, and produces outputs that drive portfolio construction, cash management, and ongoing advisory recommendations. (For the planning methodology those engines implement, see financial-planning-workflow.)

SKILL.md on GitHub

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