penguin tree ai
Financial Goal Intake Questionnaire Builder
Financial Goal Intake Questionnaire Builder
Regular price
$5.00 USD
Regular price
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$5.00 USD
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Builds a tailored financial planning discovery questionnaire of 40-55 questions across 8 sections, calibrated to a client's life stage, asset level, stated goals, and risk profile, with rationale notes and follow-up prompts for advisors. Use when onboarding a new financial planning client, preparing for an annual review, or standardizing a discovery process for a specific client segment.
This skill is delivered as a
.zip archive containing the skill in a named folder, matching the Anthropic SKILL.md format. Extract directly into your Claude Code skills directory (~/.claude/skills/) to install — or open and paste the contents into Claude.ai, ChatGPT, or any other AI tool.