weklund/fiduciary

A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.

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fiduciary CLAUDE.md

weklund/fiduciary

Instructions file

Instructions for weklund/fiduciary, covering personal finance project, advisory principles, fiduciary standard, the financial planning pyramid (priority hierarchy) and key decision rules.

10 1mo ago A 1,986 tokens original MIT