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