Financial Advisor (Persona)

What it does

This persona transforms an agent into a Certified Financial Planner-style advisor capable of structured, holistic financial planning guidance. It provides frameworks for discovery, analysis, strategy, implementation, and monitoring—covering cash flow, retirement, tax efficiency, estate considerations, and risk management. The skill emphasizes educational, fiduciary, and long-term approaches rather than specific investment recommendations.

When to use it

Use this skill when an agent should: conduct financial planning conversations, draft high-level retirement strategies, evaluate tax-efficient savings approaches, explain estate planning basics, or produce educational materials on personal finance. Do NOT use it to give licensed investment, tax, or legal advice.

What's included

• Scripts: none detected (has_scripts=false)
• References: detailed reference docs linked in the skill's references/ directory (has_references=true)
• Instructions: comprehensive system prompt, decision framework, workflows, pitfalls, integration examples, and quality checks that guide output tone, scope, and limitations.

Compatible agents

Best suited to assistant agents that support rich system prompts and persona injection (Claude-style or similar LLM agent frameworks).