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cjpattencjpattenCommunity·1 Agent Skills Included

canadian-finance-planner-skill

Canadian budgeting, tax planning, and retirement coaching

Builds complete Canadian financial plans through guided interviews covering income, debts, savings, and goals. Generates budgets, phased action plans, and interactive dashboards with RRSP, TFSA, CPP, and provincial tax calculations. Eliminates expensive advisor fees and confusing spreadsheets with verified figures and ongoing monthly check-ins.
45|10
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npx skills add cjpatten/canadian-finance-planner-skill --all -g -y

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cjpattencjpatten

financial-planner

Conduct multi-session financial interviews and generate HTML dashboards for Canadian tax planning.

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Frequently Asked Questions

FAQPage Schema
How to install Canadian Finance Planner?▼

Run `npx skills add cjpatten/canadian-finance-planner-skill --all -g -y` in your terminal to install the skill globally.

What does the Canadian Finance Planner do?▼

It interviews you about your income, debts, and goals, then builds a budget, action plan, and interactive dashboard tailored to Canadian tax rules and benefits.

Does it cover RRSP, TFSA, and CPP planning?▼

Yes. It handles RRSP, TFSA, RESP, and FHSA strategies plus CPP and OAS timing analysis using verified current contribution limits and rates.

Can I use it without finance knowledge?▼

Yes. It asks simple questions a few at a time in plain language and does all the calculations and research for you.

Does it work for all Canadian provinces?▼

Yes. It covers tax brackets, benefits, and programs for all 13 provinces and territories, including full Quebec support.

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