Financial Planning Workflow Purpose Guide the complete advisor workflow for assembling and delivering a comprehensive financial plan. This skill orchestrates the planning engagement from initial client data gathering through cash flow projections, retirement modeling, goal-specific analysis, scenario modeling, and prioritized recommendations. It covers the sequencing, dependencies, and decision points at each stage of plan construction — teaching Claude how to coordinate multi-goal financial plans rather than individual calculations, which are handled by dedicated quantitative skills. Layer 1…