[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M710TPJKGP9C05JRZP9K2XBJ":3,"skill-same:01M710TPJKGP9C05JRZP9K2XBJ":68},{"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":18,"publishedAt":37,"linkOnly":38,"markdownContent":39,"markdownBody":40,"frontMatter":41,"refName":45,"commitSha":46,"skillDirectory":47,"forksCount":48,"repositoryHtmlUrl":49,"repositoryHomepageUrl":6,"ownerHtmlUrl":50,"ownerBlogUrl":51,"ownerDescription":52,"updatedAt":53,"install":54,"resources":67},"01M710TPJKGP9C05JRZP9K2XBJ","financial-planning-records-documentation",null,"Create and maintain accurate, auditable records for work with individuals and families planning their financial future.\nTRIGGERS - Use when a financial planner needs a records & documentation 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-records-documentation\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36],"records","documentation","financial planning","financial planning records documentation","planning","client","meetings","financial planner","work","create","with","planner","when","use","maintain","triggers","firm","for","2026-11-10 10:12:30",false,"---\nname: financial-planning-records-documentation\ndescription: |\n  Create and maintain accurate, auditable records for work with individuals and families planning their financial future.\n  TRIGGERS - Use when a financial planner needs a records & documentation 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# Records & Documentation — Financial Planning\n\nCreate and maintain accurate, auditable records for work with individuals and families planning their financial future. The deliverable is a documentation standard, templates and a completed record set.\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 documentation standard, templates and a completed record set.\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** - Use fact finds as the single source of truth; record facts, observations and decisions — not speculation\n2. **Step 2** - Write entries contemporaneously where possible, dated and attributable, in the format a financial planning firm and client meetings requires\n3. **Step 3** - Record measurements and outcomes that feed review completion rates exactly as observed, with units and method noted\n4. **Step 4** - Store and share records under the confidentiality and retention rules that apply in a financial planning firm and client meetings, guarding against unsuitable recommendations\n5. **Step 5** - Audit a sample of records monthly for completeness and correct anything missing while the work is still current\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 documentation standard, templates and a completed record set, 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","# Records & Documentation — Financial Planning\n\nCreate and maintain accurate, auditable records for work with individuals and families planning their financial future. The deliverable is a documentation standard, templates and a completed record set.\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 documentation standard, templates and a completed record set.\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** - Use fact finds as the single source of truth; record facts, observations and decisions — not speculation\n2. **Step 2** - Write entries contemporaneously where possible, dated and attributable, in the format a financial planning firm and client meetings requires\n3. **Step 3** - Record measurements and outcomes that feed review completion rates exactly as observed, with units and method noted\n4. **Step 4** - Store and share records under the confidentiality and retention rules that apply in a financial planning firm and client meetings, guarding against unsuitable recommendations\n5. **Step 5** - Audit a sample of records monthly for completeness and correct anything missing while the work is still current\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 documentation standard, templates and a completed record set, 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":42,"category":43,"description":44},1,"Financial Planning","Create and maintain accurate, auditable records for work with individuals and families planning their financial future.\nTRIGGERS - Use when a financial planner needs a records & documentation for individuals and families planning their financial future in a financial planning firm and client meetings.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Ffinancial-planning-records-documentation",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. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":55,"prompt":65,"zipAvailable":66},[56,59,62],{"tool":57,"command":58},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill financial-planning-records-documentation",{"tool":60,"command":61},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill financial-planning-records-documentation",{"tool":63,"command":64},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill financial-planning-records-documentation","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Ffinancial-planning-records-documentation\u002FSKILL.md",true,[],[69,89,101,114,131,145],{"skillNo":70,"name":71,"nameZh":6,"description":72,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":73,"categories":74,"keywords":75,"publishedAt":37},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[76,27,77,78,79,80,36,81,82,83,31,84,32,85,34,86,87,88],"youth work troubleshooting guide","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":90,"name":91,"nameZh":6,"description":92,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":93,"categories":94,"keywords":95,"publishedAt":37},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[96,27,97,98,31,84,32,33,85,34,99,36,88,100,81,82],"youth work tools equipment checklist","checklist","Tools","select","check",{"skillNo":102,"name":103,"nameZh":6,"description":104,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":105,"categories":106,"keywords":107,"publishedAt":37},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[108,109,27,110,111,81,82,84,32,85,34,112,113,36,88,31],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":115,"name":116,"nameZh":6,"description":117,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":118,"categories":119,"keywords":125,"publishedAt":37},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[120],{"categoryNo":121,"categoryName":122,"taxonomyType":123,"taxonomyTypeDesc":124},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[126,27,127,128,36,129,88,34,130,81,82,31,84,32,85],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":132,"name":133,"nameZh":6,"description":134,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":135,"categories":136,"keywords":137,"publishedAt":37},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[138,139,140,27,141,82,79,142,81,31,84,32,85,34,36,143,144,88],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":146,"name":147,"nameZh":6,"description":148,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":149,"categories":150,"keywords":154,"publishedAt":37},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[151],{"categoryNo":152,"categoryName":153,"taxonomyType":123,"taxonomyTypeDesc":124},"01JBSEEDCAT000000000000015","视觉设计",[27,155,156,157,36,34,85,158,159,88,82,81,84,32,31],"service","plan","youth work service plan","design","as"]