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reflect-3_attempt_01

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# Reflect-3 Advisory Planning SOP

Use this skill for private-wealth advisory tasks that ask for a structured JSON planning output from staged prompt files and the advisory data API. Do not add prose outside the JSON answer.

## Required Workflow

1. Read the staged `prompt.txt`, `input/payloads/request_memo.md`, and `input/payloads/answer_template.json` for the current task.
2. Build the answer shape from `answer_template.json`; use the exact enum strings, required top-level keys, and field names.
3. Pull only the current client’s relevant advisory records: client profile, source documents, retirement accounts, life-insurance records, trust candidates, tax policy constants, and RMD factors as needed.
4. Resolve conflicting facts before calculating. Then calculate from resolved facts and return JSON numbers, not strings. Round USD values to cents and use ISO `YYYY-MM-DD` dates.

## Source Resolution

- Use `SIGNED_PROFILE` for household facts when present: age, filing status, marital status, income, marginal rate, beneficiaries, liquid assets, estate value, and stated family/philanthropic priorities.
- Use `CUSTODIAN_EXPORT` for retirement-account balances, Roth balances, expected returns, RMD start age, and recommended conversion years.