Financial Planner

cjpatten/financial-planner

> Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any request to build or review a financial plan. Even if the user just says "help me with my money" or "I need a budget", this skill should activate. Canada-focused.

371k tokens

context cost

the whole folder, loaded on every use

files

instructions only

copies elsewhere

how many repositories repackaged it

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/cjpatten/canadian-finance-planner-skill --skill financial-planner

How to use it

Copy the folder

Take cjpatten/financial-planner from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.