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financial-planner

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

45|10|Updated Mar 14, 2026
Search Tags:#finance#budgeting#taxes#investing#retirement#canada
One-click install
npx skills add https://github.com/cjpatten/canadian-finance-planner-skill --skill financial-planner-cjpatten
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-planner
Source: https://github.com/cjpatten/canadian-finance-planner-skill/tree/main
Command: npx skills add https://github.com/cjpatten/canadian-finance-planner-skill --skill financial-planner-cjpatten

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill solves the complexity of managing personal finances in Canada by providing a structured, AI-driven partner that handles budgeting, tax optimization, debt strategy, and retirement planning without the high cost of a human advisor.

Core Features & Use Cases

  • Comprehensive Financial Planning: Conducts a 7-round interview to build a complete profile, budget, and phased action plan.
  • Interactive Dashboarding: Generates self-contained HTML dashboards with charts for net worth, debt payoff, and retirement projections.
  • Canadian-Specific Expertise: Provides deep-dive guidance on RRSPs, TFSAs, RESPs, CPP/OAS timing, provincial tax brackets, and CRA rules.
  • Use Case: A user can ask for a monthly check-in or a purchase decision analysis, and the skill will use their saved financial data to provide personalized, math-backed advice.

Quick Start

Help me with my finances by starting a new financial planning session.

Frequently Asked Questions about financial-planner

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a personal financial plan for Canadian tax laws and registered accounts?▼

To create a personal financial plan for Canadian tax laws, this Skill conducts a 7-round interview to build your profile, budget, and phased action plan tailored to RRSPs, TFSAs, and provincial tax brackets.

What is the best way to visualize debt payoff and retirement projections?▼

The best way to visualize debt payoff and retirement projections is through interactive HTML dashboards, which this Skill generates as self-contained files featuring charts for net worth and ongoing budget strategy analysis.

Can I use an AI financial coach for ongoing monthly budgeting and purchase decisions?▼

You can use this AI financial coach for monthly budgeting and purchase decisions by leveraging your saved financial data, allowing it to provide personalized, math-backed advice during check-ins without a human advisor.

Does this Canadian financial planner support CPP and OAS timing strategies?▼

This Canadian financial planner supports CPP and OAS timing strategies by providing deep-dive guidance on government benefits and CRA rules, utilizing persistent local file storage to maintain context across multiple sessions.

How do I start a financial planning session for retirement and tax optimization?▼

To start a financial planning session for retirement and tax optimization, simply request a new session, and the Skill will initiate the multi-session interview process to generate your comprehensive action plan.

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