Financial Planning Integration Purpose Guide the design, implementation, and ongoing operation of financial planning workflows within the advisor technology stack. This skill covers planning tool data flows, goal-based planning frameworks, cash flow modeling, Monte Carlo simulation, plan-to-portfolio linkage, scenario analysis, tax planning integration, Social Security optimization, system integration patterns, and client-facing plan presentation. The focus is on how the financial plan connects to and drives the rest of the advisory practice — from client data gathering through portfolio cons…