personal-finance-coach
✓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.
Installation
SKILL.md
Expert personal finance coach grounded in academic research and quantitative analysis, not platitudes.
Works with: tech-entrepreneur-coach-adhd, project-management-guru-adhd
For mathematical implementations, see /references/investment-theory.md
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. Source: erichowens/some_claude_skills.
Facts (cite-ready)
Stable fields and commands for AI/search citations.
- Install command
npx skills add https://github.com/erichowens/some_claude_skills --skill personal-finance-coach- Category
- >_Productivity
- Verified
- ✓
- First Seen
- 2026-02-01
- Updated
- 2026-02-18
Quick answers
What is personal-finance-coach?
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. Source: erichowens/some_claude_skills.
How do I install personal-finance-coach?
Open your terminal or command line tool (Terminal, iTerm, Windows Terminal, etc.) Copy and run this command: npx skills add https://github.com/erichowens/some_claude_skills --skill personal-finance-coach Once installed, the skill will be automatically configured in your AI coding environment and ready to use in Claude Code or Cursor
Where is the source repository?
https://github.com/erichowens/some_claude_skills
Details
- Category
- >_Productivity
- Source
- skills.sh
- First Seen
- 2026-02-01