Skill audit report
Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo analysis, Roth conversion and withdrawal sequencing, Social Security claiming strategy, education and estate goals, scenario modeling, and prioritized recommendations. Use when the user asks about building a financial plan, structuring a planning engagement, retirement or Social Security modeling, Roth conversion strategy, scenario analysis, prioritizing competing recommendations, preparing a plan presentation, or deciding when a plan needs updating. Also trigger on 'comprehensive financial plan', 'discovery meeting', 'retirement modeling', 'Monte Carlo', 'Roth conversion', 'Social Security claiming', 'savings rate', or 'is my client on track'. For planning-tool data flows, capital market assumption governance, or connecting planning software to CRM/PMS, use financial-planning-integration instead.
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill financial-planning-workflow
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-workflow
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill financial-planning-workflow
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-workflow
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.