feat(wealth-management): add meeting-notes skill and /meeting-notes command

README.md

@@ -238,6 +238,7 @@ These are reference templates — they get better when you tune them to how your
 | Skill | Command | Description |
 |---|---|---|
 | client-review | `/client-review` | Prep for client meetings with performance and talking points |
+| meeting-notes | `/meeting-notes` | Write up a meeting into recap, action items, follow-up, and file note |
 | financial-plan | `/financial-plan` | Retirement, education, estate, and cash-flow projections |
 | portfolio-rebalance | `/rebalance` | Allocation drift analysis and tax-aware rebalancing |
 | client-report | `/client-report` | Client-facing performance reports |

plugins/vertical-plugins/wealth-management/.claude-plugin/plugin.json

@@ -1,6 +1,6 @@
 {
   "name": "wealth-management",
-  "version": "0.1.2",
+  "version": "0.1.3",
   "description": "Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting",
   "author": {
     "name": "Anthropic FSI"

plugins/vertical-plugins/wealth-management/commands/meeting-notes.md

@@ -0,0 +1,8 @@
+---
+description: Write up a client meeting into a recap, action items, and follow-up
+argument-hint: "[client name + paste your raw notes]"
+---
+
+Load the `meeting-notes` skill: turn the raw meeting notes into a structured recap, decisions and any IPS changes, an action-item table with owners and dates, a client follow-up email, and a compliance file note — all staged for review.
+
+If notes are provided, use them. Otherwise ask who the meeting was with and for the raw notes.

plugins/vertical-plugins/wealth-management/skills/meeting-notes/SKILL.md

@@ -0,0 +1,78 @@
+---
+name: meeting-notes
+description: Turn raw client-meeting notes into a documented recap — a structured summary, decisions and IPS changes, action items with owners and dates, a client follow-up email, and a compliance file note. Use after a client review or planning meeting to write up what happened and what's next. Triggers on "write up my meeting", "meeting recap", "client meeting notes", "follow-up email after meeting", "document the meeting", or "what did we agree".
+---
+
+# Meeting Notes
+
+The post-meeting counterpart to `client-review`: that skill prepares the meeting, this one documents it. Takes the advisor's raw notes (typed, dictated, or bullet fragments) and turns them into a clean, file-ready recap plus the follow-ups. It records what was discussed and decided — it does not give advice or execute anything.
+
+## Workflow
+
+### Step 1: Capture What Happened
+
+Gather the raw inputs and normalize them:
+
+- **Meeting basics**: client/household name, date, attendees (advisor, client, spouse, other professionals), meeting type (annual review, planning, ad hoc)
+- **Raw notes**: paste, dictation, or fragments — whatever the advisor has
+- **Context**: pull last meeting's action items if available, to check what closed
+- If the notes are thin, ask targeted questions rather than inventing detail. Mark anything uncertain as `[CONFIRM]`.
+
+### Step 2: Structure the Recap
+
+Produce a clean internal recap:
+
+- **Summary** — 3-5 sentences: what the meeting covered and the overall tone/outcome
+- **Topics discussed** — grouped bullets (performance, planning, life changes, taxes, estate, concerns raised)
+- **Decisions made** — what was actually agreed (e.g., "increase monthly contribution to $2,000", "revisit allocation after home sale")
+- **Changes to the plan / IPS** — any change to objectives, risk tolerance, constraints, or allocation, flagged for the IPS change log
+- **Open questions** — items raised but not resolved
+
+### Step 3: Action Items
+
+Extract a clear action table — owner and due date on every row:
+
+| Action | Owner | Due | Notes |
+|--------|-------|-----|-------|
+| | | | |
+
+- Separate **advisor** actions from **client** actions
+- Carry forward any prior action items that are still open
+- Where the client owes something (documents, decisions), note it for the follow-up email
+
+### Step 4: Client Follow-Up Email
+
+Draft a short, warm follow-up for the advisor to review and send:
+
+- Thank them for their time; recap the 2-3 things that mattered most to *them*
+- List what the advisor will do next and by when
+- List clearly (but lightly) what you need from the client
+- **No performance figures, projections, or recommendations in the email** unless the advisor explicitly adds them — keep it a recap, not advice
+- Match the advisor's prior voice if earlier emails are available
+
+### Step 5: Compliance File Note
+
+Produce a concise, factual file note suitable for the CRM / compliance record:
+
+- Date, attendees, topics, decisions, and any suitability-relevant changes (risk tolerance, objectives, time horizon, liquidity needs)
+- Factual and neutral — record what was said and decided, not opinion
+- Flag any item that may need supervisory review (e.g., a change in risk profile, a concentrated-position decision, a complaint)
+
+## Example Interaction
+
+**User**: "Just met with the Hendersons for their annual review — write it up. Notes: markets discussion, Bob retiring in 18 months not 3 years, wants more conservative, Sue asked about gifting to grandkids, need updated beneficiary form."
+
+**Assistant**:
+1. Builds the recap: retirement timeline moved up, shift toward conservative, gifting interest, beneficiary update
+2. Flags the IPS change — **shorter time horizon + lower risk tolerance** — for the change log and supervisory review
+3. Action table: advisor to model the 18-month retirement and propose a glide path (due date); client to return the beneficiary form
+4. Drafts a warm follow-up email recapping the retirement timeline and gifting question, asking for the signed beneficiary form
+5. Writes a neutral compliance file note recording the risk-profile change
+
+## Important Notes
+
+- **Documentation, not advice.** This skill records the meeting; it does not recommend products or allocations. Any recommendation is the advisor's, added on review.
+- **Nothing is sent or filed automatically.** All output — email, file note, CRM entry — is staged for the advisor to review, edit, and submit.
+- **Don't invent.** If a detail isn't in the notes, ask or mark `[CONFIRM]`; never fabricate what a client said or agreed to.
+- **Flag suitability-relevant changes.** Changes to risk tolerance, objectives, time horizon, or liquidity needs should be surfaced for the IPS and any required supervisory review.
+- **Compliance**: documentation and recordkeeping must follow firm policy and the regulations that apply to your firm.