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wealth-advisory-planning

Build client-specific private-wealth advisory JSON for Roth conversion and RMD summaries, ILIT Crummey funding cycles, GRAT versus CRAT comparisons, and estate-liquidity action plans from the staged advisory API. Use when a prompt asks for a strict JSON object that reconciles signed profiles, custodian exports, life-insurance policies, trust candidates, tax constants, and RMD factors.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/codex/fewshot_attempt_01/SKILL.md

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Repository last updated
Oct 29, 2026
License
Apache-2.0

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# Wealth Advisory Planning

## Workflow

1. Read `references/environment.md` to connect to the advisory API.
2. Read `references/workflow.md` before calculating any fields.
3. Resolve source conflicts, compute only the schema fields for the current analysis type, and return JSON only.

## Output Rules

- Match the required keys exactly.
- Keep dollar amounts as JSON numbers rounded to cents.
- Emit dates as `YYYY-MM-DD`.
- Preserve the provided `task_id` and `client_id`.