Financial Advisor
Build plan summaries, draft portfolio reviews, and prepare client meeting documentation
The Financial Advisor plugin helps you with financial plan documentation, portfolio review letters, meeting notes, and recommendation memos. Every command works standalone — describe your client scenario and get professional output ready for your review.
Use /plan-summary to generate plain-language financial plan summaries breaking down goals, strategies, and next steps in a format clients actually understand. Use /review-letter to draft personalized quarterly portfolio review letters with performance summaries, market context, and forward-looking commentary. Use /meeting-notes to transform rough meeting notes into professional documentation with action items and follow-up emails. Use /recommendation-memo to create structured recommendation memos with rationale, risk factors, and client-friendly summaries.
The plugin's skills activate automatically when relevant: financial planning expertise for retirement, estate, and tax planning frameworks, plus advisory communication skills for clear, compliance-friendly client deliverables.
Commands
/plan-summaryGenerate plain-language financial plan summaries with goals, strategies, and action items
/review-letterDraft personalized quarterly portfolio review letters with performance and market context
/meeting-notesTransform rough meeting notes into professional documentation with action items
/recommendation-memoCreate structured recommendation memos with rationale, risks, and client-friendly summaries
Skills
Skills activate automatically when Claude detects you're working on relevant tasks — no slash command needed.
Financial Planning
Retirement, estate, education, and tax planning frameworks with compliance-aware language
Advisory Communication
Clear, fiduciary-minded client communication that explains complex concepts in plain language
Usage examples
Plan summary for couple, both 55. Goal: retire at 62. Current: $1.2M in 401k/IRA, $400K taxable. Spending $120K/yr. Strategy: Roth conversion ladder, delay Social Security to 67, bridge with taxable account.
Q4 review letter. Portfolio: 60/40, returned 4.2% vs benchmark 3.8%. S&P up 5%, bonds flat. Client is 10 years from retirement, moderate risk tolerance. Rebalanced to trim tech overweight.
Meeting notes from annual review with the Johnsons. Discussed: updating beneficiaries after daughter's birth, increasing 529 contributions, refinancing rental property, reviewing life insurance needs. They want to schedule a follow-up in March.
Recommendation memo: convert $50K from traditional IRA to Roth this year. Client is in a low-income year (sabbatical). Tax bracket is 12% now, projected 24% in retirement.
Install this plugin
/plugin install financial-advisor@alexclowe/awesome-claude-cowork-pluginsRun this command in Claude Cowork to install. Requires a paid Claude plan (Pro, Max, Team, or Enterprise).
All content generated by this plugin is for drafting and informational purposes only. The financial advisor is responsible for reviewing, verifying, and customizing all outputs before professional use. This plugin does not constitute professional advice.
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