personal-finance-coach

github:erichowens/some_claude_skills · first seen 2026-10-31 · source · badge

Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation servic

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Listed, not yet scored. This skill has no public model test yet. It is in the scoring queue; submitted skills go first, then the most-installed.

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