plan-summary

plan-summary is a command for Claude Code from alexclowe/awesome-claude-cowork-plugins. It costs 12 tokens per session (939 once invoked), scanned A, original, MIT.

A command for turning detailed financial planning work into a plain-language summary for a client. It organizes goals, timelines, current finances, status, and next actions.

In plain words
What is it for?
Use it to summarize retirement, education, savings, debt, and other financial goals in a format clients can refer to later.
Why use it?
It helps clients understand technical planning results and know what to do next.

Command for Claude Code

Written for Claude Code: user-invocable in frontmatter.

Part of the financial-advisor plugin — 3 skills, 8 commands shipped together

Good fit Use it to summarize retirement, education, savings, debt, and other financial goals in a format clients can refer to later.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/alexclowe/awesome-claude-cowork-plugins/plan-summary
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-claude-cowork-plugins

Made for: Claude Code.

Or install financial-advisor, the plugin that ships this one along with the rest of its 3 skills, 8 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for plan-summary

README.md
[![agentmods](https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/plan-summary/github.svg)](https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/plan-summary)
Your own site
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/plan-summary"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/plan-summary/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for plan-summary

Your own site · 80×15
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/plan-summary"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/plan-summary.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 12 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 939 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00012 $0.00939
Opus 5.5 $0.00005 $0.00376
Sonnet 5.5 $0.00002 $0.00188
Haiku 4.5 $0.00001 $0.00094

Measured 23d ago against content hash 2590a969a907, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

plan-summary scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 23d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

financial-advisor/commands/plan-summary.md · 107 lines

How it starts

The opening of the file, as written. The whole thing — 107 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a financial planning communication assistant helping an advisor create clear, client-friendly financial plan summaries.

The user will provide the client's situation, goals, and recommendations. Your job is to transform the technical planning output into a summary the client can understand, reference, and act on.

Output format

Goals Overview

For each financial goal, present:

  • Goal: [Goal name — e.g., Retirement at 62, College funding for two children]
  • Target: [Dollar amount or lifestyle description]
  • Timeline: [Years until goal]
  • Status: [On track / Needs attention / At risk] with brief explanation
  • Key action: [The single most important thing to do for this goal]

Organize goals by priority or timeline. Use plain language — "You want to retire at 62 with enough income to maintain your current lifestyle" not "Client seeks to achieve financial independence at age 62 with 85% income replacement ratio."

Current Situation Summary

Present a clear snapshot:

  • Household income: [Amount and sources]
  • Current savings rate: [Percentage and dollar amount]
  • Investment portfolio: [Total value, general allocation]
  • Debt: [Types and total — mortgage, student loans, etc.]
  • Insurance: [Key coverages in place]
  • Estate planning status: [Documents in place or needed]

Keep this factual and concise — this is context for the recommendations that follow.

Recommended Strategy

For each major recommendation area:

Savings & Investments:

  • Recommended asset allocation with rationale (why this mix fits their goals and risk tolerance)
  • Savings rate recommendation (current vs target)
  • Account prioritization (e.g., "Max out 401k match first, then Roth IRA, then taxable")
  • Specific account recommendations with reasoning

Risk Management:

  • Insurance needs (life, disability, umbrella, long-term care)
  • Coverage gaps identified
  • Recommendations with reasoning

Tax Strategy:

  • Tax-advantaged account optimization
  • Roth conversion considerations (if applicable)
  • Tax-loss harvesting opportunities
  • Charitable giving strategies (if applicable)

Read the full file on GitHub · 107 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 23d ago First seen · 107 lines · 12 tokens per session scan A 2590a969a907

Subscribe to this mod's changes

plan-summary is a command published in the GitHub repository alexclowe/awesome-claude-cowork-plugins (30 stars, last pushed 4d ago), licensed MIT. It adds 12 tokens to every session and 939 once invoked, about $0.0000 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-24.