Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.
This skill does not declare a tool allowlist. The agent host applies whatever default tools are available at runtime.
SKILL.md / Manifest
https://raw.githubusercontent.com/erichowens/some_claude_skills/main/.claude/skills/personal-finance-coach/SKILL.mdRegistry
github (via claudemarketplaces.com)