AcademySkillsFinance

Canadian Finance Planner Skill

Individuals and advisors in Canada who want a structured budget, action plan and ongoing money coaching.

  • Recommendedour rating
  • 60gitHub stars
  • MITlicence
  • 3 months agolast update
git clone https://github.com/cjpatten/canadian-finance-planner-skill.git
README.md

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What it does

A Claude skill that acts as a personal financial planner for people in Canada. Claude interviews you about your finances, builds a monthly budget and a phased action plan, and creates an interactive HTML dashboard with charts. It follows Canadian tax rules, government benefits and registered accounts.

Use cases

  1. 01Build a monthly budget after a guided financial interview
  2. 02Plan debt payoff and track it on a chart dashboard
  3. 03Compare retirement and investment growth scenarios

Questions about
Canadian Finance Planner Skill.

What is Canadian Finance Planner Skill used for?

Individuals and advisors in Canada who want a structured budget, action plan and ongoing money coaching. A Claude skill that acts as a personal financial planner for people in Canada. Claude interviews you about your finances, builds a monthly budget and a phased action plan, and creates an interactive HTML dashboard with charts. It follows Canadian tax rules, government benefits and registered accounts.

How do I install Canadian Finance Planner Skill?

Run this in your terminal: git clone https://github.com/cjpatten/canadian-finance-planner-skill.git

Is Canadian Finance Planner Skill open source?

Yes. The code is on GitHub (cjpatten/canadian-finance-planner-skill) under the MIT licence.

Is Canadian Finance Planner Skill safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.