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cccskills

Chris Patten

@cjpatten

Business consultant - headwaydigitial.ca

스킬 1개저장소 1개 64

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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 request to build or review a financial plan. Even if the user just says "help me with my money" or "I need a budget", this skill should activate. Canada-focused.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

cjpatten/canadian-finance-planner-skill642026년 7월 15일 업데이트

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