Financial Goal Planner
This AI helps you define and plan your finances by setting achievable goals and tracking progress for better money management.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add financial-goal-planner npx -- -y @trustedskills/financial-goal-planner
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"financial-goal-planner": {
"command": "npx",
"args": [
"-y",
"@trustedskills/financial-goal-planner"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The Financial Goal Planner skill enables an AI agent to create detailed financial plans for specific goals, such as saving for a house down payment, retirement, or a college fund. It generates realistic timelines, calculates monthly savings targets, and suggests investment strategies. The output is formatted with a timestamped "Generated" section followed by results and actionable recommendations.
When to use it
- Planning for a large purchase like a house.
- Developing a retirement savings strategy.
- Creating a college fund for children.
- Determining monthly savings targets for specific financial objectives.
- Tracking progress towards established financial milestones.
Key capabilities
- Generates timelines for achieving financial goals.
- Calculates realistic monthly savings targets.
- Provides investment strategy recommendations.
- Tracks progress against defined milestones.
- Delivers output in a structured format with "Generated," "Results," and "Recommendations" sections.
Example prompts
- “Help me create a plan for saving for a house down payment.”
- “Generate a retirement savings timeline and investment strategy.”
- “Create a college fund plan, including monthly savings targets.”
Tips & gotchas
- Be Specific: The more specific your request, the better the generated plan will be.
- The skill provides recommendations; always consult with a qualified financial advisor for personalized advice.
- The output is designed to be copy-paste ready, facilitating easy implementation of the suggested plans.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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Passed automated security scans.