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fiduciary skills

8 tagged fiduciary, measured the same way as everything else here.

Browse within: budgeting 8financial-advisor 8

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health-check

01

weklund/fiduciary

Skill Claude Code

Quarterly financial health assessment. Use when the user asks for a full financial review, health check, "how am I doing", quarterly review, ratio check, financial assessment, or wants to know if they're on track. Also use when more than 30 days have passed since the last health check. Compares current state against…

not rated 10 20d ago A 101 tokens original MIT

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