[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M710STBQSTRBFAQZ7QQ9W6BT":3,"skill-same:01M710STBQSTRBFAQZ7QQ9W6BT":83},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":31,"publishedAt":52,"linkOnly":53,"markdownContent":54,"markdownBody":55,"frontMatter":56,"refName":60,"commitSha":61,"skillDirectory":62,"forksCount":63,"repositoryHtmlUrl":64,"repositoryHomepageUrl":6,"ownerHtmlUrl":65,"ownerBlogUrl":66,"ownerDescription":67,"updatedAt":68,"install":69,"resources":82},"01M710STBQSTRBFAQZ7QQ9W6BT","financial-planning-formal-report-writing",null,"Write formal reports as a financial planner that stand up to scrutiny from any reader.\nTRIGGERS - Use when a financial planner needs a formal report writing for individuals and families planning their financial future in a financial planning firm and client meetings.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Ffinancial-planning-formal-report-writing\u002FSKILL.md",[18,23,28],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000018","写作与文案","SCENARIO","使用场景",{"categoryNo":24,"categoryName":25,"taxonomyType":26,"taxonomyTypeDesc":27},"01JBSEEDCAT000000000000034","行政与办公人员","PROFESSION","适用职业",{"categoryNo":29,"categoryName":30,"taxonomyType":26,"taxonomyTypeDesc":27},"01JBSEEDCAT000000000000036","内容创作者",[32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51],"writing","financial planning","report writing","financial planning formal report writing","report","planning","client","reader","write","meetings","financial planner","planner","reports","when","use","triggers","up","firm","for","as","2026-11-10 10:12:30",false,"---\nname: financial-planning-formal-report-writing\ndescription: |\n  Write formal reports as a financial planner that stand up to scrutiny from any reader.\n  TRIGGERS - Use when a financial planner needs a formal report writing for individuals and families planning their financial future in a financial planning firm and client meetings.\ncategory: Financial Planning\nlicense: MIT\nversion: 1.0\n---\n# Formal Report Writing — Financial Planning\n\nWrite formal reports as a financial planner that stand up to scrutiny from any reader. The deliverable is a report template with structure, evidence standards and review steps.\nThis skill is written for a financial planner working with individuals and families planning their financial future in a financial planning firm and client meetings.\n\n## When to use\n- You are a financial planner preparing, delivering or reviewing this part of your work in a financial planning firm and client meetings.\n- You need a defensible, repeatable approach that produces a report template with structure, evidence standards and review steps.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Fact find | the detailed gathering of a client's circumstances and goals |\n| Suitability | how well a recommendation matches a client's needs and risk tolerance |\n| Cashflow modelling | projecting income, spending and assets over a lifetime |\n\n## Workflow\n1. **Step 1** - Establish the report's purpose, audience and deadline before writing; gather source material from fact finds\n2. **Step 2** - Structure: summary, background, method, findings, analysis, recommendations — in that order\n3. **Step 3** - Write findings factually and separately from opinion; label professional judgement as judgement\n4. **Step 4** - Support key points with evidence and with review completion rates where outcomes are claimed; acknowledge limitations openly\n5. **Step 5** - Proofread for accuracy and tone, check names, dates and figures twice, and consider unsuitable recommendations before release\n\n## Profession-Specific Components\n| Component | Details for Financial Planning |\n|-----------|-------------------------------|\n| Core documentation | fact finds; suitability reports; cashflow models; review documents |\n| Core tools & equipment | cashflow modelling software; risk profiling tools; research databases; client portals |\n| People involved | individuals and families planning their financial future; the financial planner; colleagues and other services in a financial planning firm and client meetings |\n| Primary record | fact finds — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a financial planning firm and client meetings] | **Objective:** [What this must achieve] | **Audience:** [individuals and families planning their financial future and other stakeholders]\n\nThe finished output is a report template with structure, evidence standards and review steps, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in fact finds.\n2. **Short-term:** Complete the workflow steps and record outcomes against review completion rates.\n3. **Medium-term:** Review results, close actions, and update local procedures in a financial planning firm and client meetings.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| review completion rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| plan implementation rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| client retention | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| goal tracking accuracy | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: unsuitable recommendations.\n- Never let this happen: risk profiles mismatched.\n- Never let this happen: reviews overdue.\n- Work only within the competence and authority of a financial planner; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a financial planning firm and client meetings's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA financial planner in a financial planning firm and client meetings applies this workflow for individuals and families planning their financial future: they open\nfact finds, work through the five steps using cashflow modelling software, and close by recording\nthe outcome against review completion rates and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Formal Report Writing — Financial Planning\n\nWrite formal reports as a financial planner that stand up to scrutiny from any reader. The deliverable is a report template with structure, evidence standards and review steps.\nThis skill is written for a financial planner working with individuals and families planning their financial future in a financial planning firm and client meetings.\n\n## When to use\n- You are a financial planner preparing, delivering or reviewing this part of your work in a financial planning firm and client meetings.\n- You need a defensible, repeatable approach that produces a report template with structure, evidence standards and review steps.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Fact find | the detailed gathering of a client's circumstances and goals |\n| Suitability | how well a recommendation matches a client's needs and risk tolerance |\n| Cashflow modelling | projecting income, spending and assets over a lifetime |\n\n## Workflow\n1. **Step 1** - Establish the report's purpose, audience and deadline before writing; gather source material from fact finds\n2. **Step 2** - Structure: summary, background, method, findings, analysis, recommendations — in that order\n3. **Step 3** - Write findings factually and separately from opinion; label professional judgement as judgement\n4. **Step 4** - Support key points with evidence and with review completion rates where outcomes are claimed; acknowledge limitations openly\n5. **Step 5** - Proofread for accuracy and tone, check names, dates and figures twice, and consider unsuitable recommendations before release\n\n## Profession-Specific Components\n| Component | Details for Financial Planning |\n|-----------|-------------------------------|\n| Core documentation | fact finds; suitability reports; cashflow models; review documents |\n| Core tools & equipment | cashflow modelling software; risk profiling tools; research databases; client portals |\n| People involved | individuals and families planning their financial future; the financial planner; colleagues and other services in a financial planning firm and client meetings |\n| Primary record | fact finds — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a financial planning firm and client meetings] | **Objective:** [What this must achieve] | **Audience:** [individuals and families planning their financial future and other stakeholders]\n\nThe finished output is a report template with structure, evidence standards and review steps, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in fact finds.\n2. **Short-term:** Complete the workflow steps and record outcomes against review completion rates.\n3. **Medium-term:** Review results, close actions, and update local procedures in a financial planning firm and client meetings.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| review completion rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| plan implementation rates | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| client retention | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n| goal tracking accuracy | Agree a local target and track the trend | Measured from fact finds and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: unsuitable recommendations.\n- Never let this happen: risk profiles mismatched.\n- Never let this happen: reviews overdue.\n- Work only within the competence and authority of a financial planner; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a financial planning firm and client meetings's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA financial planner in a financial planning firm and client meetings applies this workflow for individuals and families planning their financial future: they open\nfact finds, work through the five steps using cashflow modelling software, and close by recording\nthe outcome against review completion rates and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":57,"category":58,"description":59},1,"Financial Planning","Write formal reports as a financial planner that stand up to scrutiny from any reader.\nTRIGGERS - Use when a financial planner needs a formal report writing for individuals and families planning their financial future in a financial planning firm and client meetings.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Ffinancial-planning-formal-report-writing",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. 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