wealth-room

Simulate an expert advisory board to evaluate personal finance decisions and generate a multi-round wealth report.

Updated Apr 12, 2026
One-click install
npx skills add https://github.com/KBRglobal/advisiorai --skill wealth-room
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: wealth-room
Source: https://github.com/KBRglobal/advisiorai/tree/main/skills/wealth-room
Command: npx skills add https://github.com/KBRglobal/advisiorai --skill wealth-room

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides a repeatable, structured advisory process for complex personal finance questions where generic advice fails; it turns vague money decisions into a ranked, debate-driven action plan from six distinct expert perspectives. The Skill prevents single-framework bias by forcing tradeoffs, behavioral diagnosis, and specific execution steps rather than high-level platitudes.

Core Features & Use Cases

  • Multi-expert diagnosis: Six archetypal wealth thinkers analyze the user's situation from leverage, big wins, behavior, simplicity, life decisions, and data perspectives.
  • Debate-driven insight: Experts exchange rebuttals and build on disagreements to surface risks and hidden assumptions.
  • Execution-first outputs: Produces a ranked "Wealth Stack" of 3–5 prioritized actions, 3–5 hard diagnostic questions, a clear Monday Morning Plan for week one, confidence scoring, and a targeted risk map.
  • Use Case: Compare equity vs salary offers, design a passive-income plan, or decide between concentrated career leverage and passive index investing with concrete next steps and mitigation actions.

Quick Start

Ask the Wealth Room to evaluate your decision by saying something like: "Wealth room: review my plan to invest $500/month into index funds versus buying a rental property and produce the Wealth Stack, Hard Questions, and a 7-day Monday Morning Plan."

Frequently Asked Questions about wealth-room

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

FAQPage Schema
How do I create an actionable financial plan for complex personal finance decisions?

An actionable financial plan for complex decisions is generated by simulating a multi-expert advisory board that diagnoses your situation, debates tradeoffs, and produces a ranked Wealth Stack with a week-one action plan. This prevents single-framework bias by forcing behavioral diagnosis and specific execution steps.

What is the best way to compare equity versus salary tradeoffs for my investment strategy?

Comparing equity versus salary tradeoffs requires evaluating the decision from six distinct expert perspectives, including leverage, big wins, and data. This multi-round debate surfaces hidden assumptions and generates a risk map, confidence scores, and hard diagnostic questions to guide your investment strategy.

Can I use a multi-expert approach to design a passive income plan?

Yes, a multi-expert approach can design a passive income plan by applying behavioral finance principles and simplicity perspectives to your situation. The process outputs a prioritized set of 3 to 5 actions, targeted risk mitigation, and a Monday Morning Plan for immediate execution.

How does simulating an expert advisory board improve asset allocation decisions?

Simulating an expert advisory board improves asset allocation by forcing six archetypal wealth thinkers to exchange rebuttals and build on disagreements. This debate-driven insight prevents single-framework bias and yields a structured diagnostic round, ranked wealth stack, and clear confidence scores.

When do I need a debate-driven wealth report for financial independence strategies?

A debate-driven wealth report is needed for financial independence strategies when generic advice fails to address complex variables like career-as-investment choices or concentrated career leverage. It transforms vague money decisions into structured outputs including diagnostic rounds, hard questions, and a 7-day action plan.

Does this approach to financial planning work for career-as-investment choices?

Yes, this financial planning approach works for career-as-investment choices by evaluating the tradeoff between concentrated career leverage and passive index investing. It produces a structured risk map, confidence scores, and a week-one Monday Morning Plan to ensure specific execution steps over high-level platitudes.