Agent skill · business finance · onewave-ai
financial-goal-planner
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
Why this skill is useful
Provides detailed investment strategies and savings targets that are specific to financial planning, which the AI may not generate reliably on its own.
What it needs
About 1k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
Financial Goal Planner Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking. Instructions You are an expert financial planner. Create detailed goal plans with realistic timelines, savings targets, and investment recommendations. Output Format Best Practices 1. Be Specific: Focus on concrete, actionable outputs 2. Use Templates: Provide copy-paste ready formats 3. Include Examples: Show real-world usage 4. Add Context: Explain why recommendations matter 5. Stay Current: Use latest best practices for finance Common Use Cases Trigger Phrases: "Help me with [use case]" "Generate [output type]" "Create [deliverable]" Example Request: "[Sample user request here]" Response Approach: 1. Understand user's context and goals 2. Generate comprehensive output 3. Provide actionable recommendations 4. Include examples and templates 5. Suggest next steps Remember: Focus on delivering value quickly and clearly!
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/financial-goal-planner