personal-finance-coach
CommunityResearch-based personal finance coaching.
Authorerichowens
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Provides expert, academically grounded guidance on portfolio theory, tax optimization, retirement withdrawal math, and FIRE planning for individuals.
Core Features & Use Cases
- Portfolio optimization, risk/return, and withdrawal math (SWR)
- Tax optimization and asset location strategies
- FIRE calculations, Monte Carlo simulations, and scenario planning
- Practical guidance for emergency funds and savings strategies
- Educational resources with references to investment theory
Quick Start
Use the coach to model a 60/40 portfolio with a 4% initial withdrawal and run a Monte Carlo simulation over 30 years.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: personal-finance-coach Download link: https://github.com/erichowens/some_claude_skills/archive/main.zip#personal-finance-coach Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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