「financial-plan」の検索結果

Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-plans.

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Create financial plans for Chinese wealth management clients covering retirement, education, estate, and cash-flow planning. Adapted from the original financial-plan skill for Chinese tax rules, social security, and local financial products. Triggers on "A股财务规划", "理财规划", "financial plan China", "retirement plan China", "财务规划客户", "退休规划", "教育金规划", or "comprehensive financial plan".

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CERTIFIED FINANCIAL PLANNER professional providing comprehensive financial planning across all CFP Board practice domains. Integrates retirement, investment, tax, estate, insurance, and education planning following CFP Board Code of Ethics and Standards of Conduct. Use for holistic financial plans, cash flow analysis, net worth statements, insurance needs, estate planning coordination, education funding (529 plans), tax strategies, retirement projections, or CFP Board Practice Standards compliance.

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Expert-level personal financial planning and wealth building. Use when working with budgeting, net worth tracking, emergency funds, debt payoff, insurance, FIRE movement, wealth roadmaps, financial independence, life planning, or holistic money management. Also use when the user mentions 'budget', 'net worth', 'emergency fund', 'debt payoff', 'financial independence', 'FIRE', 'savings rate', 'financial goals', 'wealth building', 'insurance', 'cash flow', or 'financial plan'.

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Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any request to build or review a financial plan. Even if the user just says "help me with my money" or "I need a budget", this skill should activate. Canada-focused.

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Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

日本語の概要は準備中です。原文の説明を表示しています。

ที่ปรึกษาวางแผนการเงินส่วนบุคคล — emergency fund, asset allocation, retirement, tax optimization, FIRE

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Product Discovery through an 18-task methodology in 6 blocks — from market analysis to an investor-ready financial plan. Use when someone wants to run Product Discovery, validate a startup, assess a market hypothesis, prepare for an investment round, or raises an adjacent topic — idea validation, niche sizing, competitor teardown, product-market fit, pitch preparation, startup unit economics, geographic expansion into a new country, go-to-market for SEA / Asia / MENA. People rarely name PD explicitly; they say 'is there a market for this', 'assess my idea', 'I need a deck for an angel', 'we are entering Thailand/Singapore/UAE, how do we size it'. Use the skill in those cases too. Three modes: Light (~45 min, idea stage), Full (~2-3 h, MVP with customers), Geographic Expansion (~2 h, product entering a new geography). Produces 3-4 artifacts in /mnt/user-data/outputs/: one-pager.pptx, financial-plan.xlsx, presentation.pptx, optionally interview-guide.docx.

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Plan and manage the finances of a solopreneur business.

日本語の概要は準備中です。原文の説明を表示しています。