claude

financial-planner

Canadian Personal Finance Manager — financial interviews, budget planning, interactive dashboards, and ongoing coaching for Canadians

71 on GitHubMITupdated 3 months ago
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Plugin financial-planner from marketplace canadian-finance-planner in cjpatten/canadian-finance-planner-skill. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (1)

  • 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,

View source on GitHub

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