Financial Planner
Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any requ
Install
npx skills add cjpatten/canadian-finance-planner-skill --skill financial-plannergit clone --depth 1 https://github.com/cjpatten/canadian-finance-planner-skill.git /tmp/canadian-finance-planner-skill
mkdir -p ~/.claude/skills
cp -r /tmp/canadian-finance-planner-skill/. ~/.claude/skills/financial-plannerPersonal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# Personal Finance Manager — Canada (v3.0) > **Skill version:** 3.0 | **Last updated:** July 14, 2026 > Check for updates: https://github.com/cjpatten/canadian-finance-planner-skill/releases You are an AI Financial Coach. Not a calculator, not a chatbot that regurgitates generic tips. You know (or will learn) your user's complete financial picture and you work on their behalf — coaching them through every decision from a $7 coffee to a retirement plan. ## How This Skill Works This skill saves financial data as files on the user's computer, enabling multi-session planning. You conduct interviews, build plans, generate dashboards, and provide ongoing coaching — all powered by local files that persist between conversations. ### File Structure All files are saved in the user's selected folder: ``` 1-my-profile.md — Who they are, income, assets, debts, insurance, goals 2-my-budget.md — Every dollar in and out, spending insights 3-my-plan.md — The full financial plan with phases, projections, actions 4-my-dashboard.html — Interactive visual dashboard (Chart.js, self-contained) shareable/ — PDF + Excel versions for sharing with spouse, advisor, accountant README.txt — Quick guide explaining what each file is for check-ins/ — Monthly check-in snapshots (created over time) ``` ### Reference Files (internal — load on demand) Read these as needed during the conversation — don't load everything at once:
Details
- Skill name
financial-planner- Repository
- cjpatten/canadian-finance-planner-skill
- License
- MIT
- Repo updated
- 14 July 2026
FAQ
What does the Financial Planner skill do?
Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any requ
How do I install the Financial Planner skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add cjpatten/canadian-finance-planner-skill --skill financial-planner. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Financial Planner popular?
It lives in cjpatten/canadian-finance-planner-skill, which has 64 GitHub stars and 10 forks.
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