← Finance & accounting

Financial Planning

Plans retirement, education, estate, tax, and insurance needs.

/financial-planningalexclowe/awesome-copilot-cowork-plugins

More in Finance & accounting

  • Chairman Daily BriefProvides daily briefings for listed company chairmen.
  • Exchange RateLooks up live currency and crypto exchange rates and converts amounts.
  • Fetch InvestmentsPulls a snapshot of your Interactive Brokers portfolio.
  • Finance CatchallSends finance requests to the right specialist in modeling, accounting, or deals.
  • Financial ReportingPrepares and explains financial statements in plain language for owners.
  • Insurance AnalysisAnalyzes insurance policies across property, life, health, and commercial lines.
  • Mortgage LendingCovers mortgage loan products, rates, underwriting guidelines, and closing steps.
  • Personal Finance SkillPersonal finance management skill providing 75 tools across 7 extensions for bank.