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financial-planning-new-client-onboarding

100 / 100 · Low risk

Fine to try.

By lionelsimai/claude-skills-collection (GitHub) · productivity · 38 stars · scanned at commit c605eae

Onboard individuals and families planning their financial future smoothly into a financial planner's service in a financial planning firm and client meetings. TRIGGERS - Use when a financial planner needs a new client onboarding pack for individuals and families planning their financial future in a financial planning firm and client meetings.

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'financial-planning-new-client-onboarding' ] || [ -L ~/.agents/skills/'financial-planning-new-client-onboarding' ]; then echo 'A skill folder named financial-planning-new-client-onboarding already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/lionelsimai/claude-skills-collection' "$d" && git -C "$d" checkout --quiet 'c605eae5729892d78c0b76dfdd58d3533bb26a91' -- 'skills/financial-planning-new-client-onboarding' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/financial-planning-new-client-onboarding' ~/.agents/skills/'financial-planning-new-client-onboarding' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'financial-planning-new-client-onboarding' ~/.claude/skills/'financial-planning-new-client-onboarding' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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