Most people aren't bad with money. They just don't have a system.
This vault gives Claude 12 structured skills covering personal finance, investing, freelance/business money management, and financial decision-making — all in USD.
⚠️ For educational and organizational purposes only. Not financial advice. Consult a qualified financial advisor for personalized guidance.
PERSONAL FINANCE (3 skills)
→ Personal Budget Builder — full monthly budget with diagnosis
→ Debt Payoff Planner — avalanche or snowball, with timeline
→ Emergency Fund Calculator — your personalized target and plan
INVESTING & WEALTH BUILDING (3 skills)
→ Investment Portfolio Reviewer — diversification, risk, cost analysis
→ Retirement Projection Planner — model your scenarios
→ Net Worth Tracker & Analyzer — full snapshot and growth plan
BUSINESS & FREELANCE FINANCE (3 skills)
→ Freelance Rate Calculator — viable hourly/project rate
→ Cash Flow Forecaster — 3–6 month forecast
→ Tax Prep Organizer — deductions and documents, organized
FINANCIAL DECISION-MAKING (3 skills)
→ Big Purchase Evaluator — true cost and opportunity cost
→ Financial Goal Setter — turn goals into specific plans
→ Money Mindset & Spending Audit — patterns vs stated values
HOW IT WORKS
Upload the SKILL.md files to a Claude Project. Share your numbers — even approximate ones. Claude builds your plan. You review and act.
Built for Claude Free & Pro. Instant access.