Financial Plan

Workflow

Step 1: Client Profile

Gather or confirm:

Demographics

Age, spouse age, dependents, life expectancy assumptions

Employment

Current income, expected raises, retirement age target

Accounts

All investment accounts with balances and asset allocation

Income sources

Salary, bonuses, rental income, Social Security estimates, pensions

Expenses

Current annual spending, expected changes (mortgage payoff, kids' independence)

Liabilities

Mortgage, student loans, other debt

Insurance

Life, disability, LTC, health

Estate

Wills, trusts, beneficiary designations, gifting strategy Step 2: Cash Flow Analysis Build annual cash flow projections: Show more Installs 554 Repository anthropics/fina…services GitHub Stars 34.1K First Seen May 21, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Pass