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goal_intake

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Define and collect financial goals with user-specific engagement.

Finance & Accounting#budgeting#financial planning#financial goal collection#engagement assessment#income evaluation
AuthorLucaZoss
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the process of collecting user financial goals, determining their engagement level, and understanding their monthly income, enabling tailored financial planning.

Core Features & Use Cases

  • Goal Collection: Capture both open-ended and specific financial goals with amounts and target dates.
  • Engagement Assessment: Gauge user preferences for how hands-on they want to be with financial tracking.
  • Income Evaluation: Assess monthly income for feasibility analysis.
  • Use Case: For a user expressing a desire to save money, this Skill will help determine if the goal is open-ended or specific, how hands-on the user wishes to be with budgeting, and their income level to provide personalized savings advice.

Quick Start

Initiate the goal_intake skill and respond with your financial goal and preferred engagement level.

Dependency Matrix

Required Modules

None required

Components

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: goal_intake
Download link: https://github.com/LucaZoss/LUCID-AGENT-DEMO/archive/main.zip#goal-intake

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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