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Financial Plan Summary Generator
Enter your client's financial details and get a clear, plain-language plan summary with goals breakdown, strategy, and next steps — ready in seconds.
✓ Plain-language format✓ Goal-focused breakdown✓ Free to use
Results in ~10 seconds · Saves ~3 hours
AI PromptsSave 3-5 hours a week
Save hours every week with the Financial Advisor AI Prompts
31 agentic skills — the compliance, client-communication, and book-growth layer that stacks on top of Anthropic's free Claude for Financial Services plugin. Reg BI rationale memos, Form ADV-consistent disclosures, SEC Marketing Rule reviews, client emails in your voice. Ambient compliance-boundary + client-NPI guards built in.
Get the pack for $19One-time payment · Updates free for life
/review-letter plugin — one command, drafts your quarterly review letter. $0.