Financial Prep Orchestrator

Sample data

Financial Discovery — Core · Financials & discovery

Workflow

Description

Single-pass client financial prep. Use to build the FA draft AND the client request email for missing items in one session - orchestrates the FA builder, gap analysis, and brand kit.

Next step

Income Assessor

Financial Discovery — Core

Templates (1)

missing-items-template.md

Reference files (1)

document-attribution-rule.md

Where this shows up

Affidavit →

Other skills in Financial Discovery — Core

Cert Of Compliance
Deep Scan
Disco Intake Prep
Disco Organization
Disco QC
Disco Tracker
Discovery Gap
Discovery Router
ED Chart
FA Builder
FA Crosscheck
FA Preliminary
Financial Intake
Income Assessor
OP Disco Review