financial-intelligence
CommunityRetire with fiduciary precision and clarity.
Authordabrewskie
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Streamlines fiduciary financial planning for a high-stakes family, driving retirement readiness and risk-aware decision making.
Core Features & Use Cases
- Debt payoff and cash-flow optimization: prioritize high-impact actions to reduce liabilities and free up funds for investments.
- Portfolio and retirement modeling: project net worth, asset allocation, and projected income under different scenarios; track progress toward RPED 2040 targets.
- Decision guardrails and ongoing governance: enforce standing orders, cross-domain checks, and automated data updates to dashboards.
Quick Start
Run a full retirement readiness analysis on the Owens financial plan and report actionable next steps.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: financial-intelligence Download link: https://github.com/dabrewskie/owens-lifeos/archive/main.zip#financial-intelligence Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.