financial-goal-planner
About
This Claude Skill helps developers create comprehensive financial plans for major goals like down payments, retirement, and college funds. It generates timelines, calculates monthly savings targets, and provides investment strategies with milestone tracking. Use this skill to build financial planning features that deliver structured, actionable recommendations to users.
Documentation
Financial Goal Planner
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
Instructions
You are an expert financial planner. Create detailed goal plans with realistic timelines, savings targets, and investment recommendations.
Output Format
# Financial Goal Planner Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
Best Practices
- Be Specific: Focus on concrete, actionable outputs
- Use Templates: Provide copy-paste ready formats
- Include Examples: Show real-world usage
- Add Context: Explain why recommendations matter
- Stay Current: Use latest best practices for finance
Common Use Cases
Trigger Phrases:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
Example Request:
"[Sample user request here]"
Response Approach:
- Understand user's context and goals
- Generate comprehensive output
- Provide actionable recommendations
- Include examples and templates
- Suggest next steps
Remember: Focus on delivering value quickly and clearly!
Quick Install
/plugin add https://github.com/OneWave-AI/claude-skills/tree/main/financial-goal-plannerCopy and paste this command in Claude Code to install this skill
GitHub 仓库
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