Individual skill

wealth-advisory-planning

Generate strict JSON planning outputs for private wealth advisory tasks that use the staged task API and a local answer template. Use when a prompt asks for a client-specific Roth conversion/RMD summary, ILIT Crummey funding check, GRAT vs CRAT comparison, or combined estate-liquidity plan, especially when the task includes a request memo, answer template, and allowed API endpoints.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/cc/fewshot_attempt_02/SKILL.md

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Last checked: Nov 6, 2026

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Repository stars (not skill ratings): 121
Repository last updated: Oct 29, 2026
License: Apache-2.0

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SKILL.mdcore · 2,778 bytes
scripts/advisory_planner.pyruns · 28,066 bytes

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# Wealth Advisory Planning

Use the staged API and the local task files to produce one JSON object that matches the supplied answer template.

## Workflow

1. Read the prompt, request memo, and answer template.
2. Extract `client_id` and `task_id` from the local files or pass them explicitly.
3. Query only the allowed task-env endpoints:
   - `/api/clients/{client_id}`
   - `/api/source-documents`
   - `/api/retirement-accounts`
   - `/api/life-insurance`
   - `/api/trust-candidates`