Finance Psychology

Triggers when users ask about behavioral finance, money psychology, panic selling, or emotional investing. Built on the premise that personal finance is 80% psychology and 20% mechanics. Walks clients through recognizing cognitive biases, surfacing invisible money scripts from childhood, identifying Money Types (Avoider, Optimizer, Worrier, Dreamer), and coaching toward values-driven decisions. Includes Rich Life visioning, couples money conversations, and debiasing techniques. Draws heavily from Housel's Psychology of Money principles: understanding that luck and risk are siblings, defining "enough" before the goalpost keeps moving, and recognizing that compounding requires time not heroics. Useful when the spreadsheet is fine but the behavior isn't.

skills.sh installs: 826
GitHub stars: 224
last updated: Aug 21, 2026

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Install

$ npx -y skills add joellewis/finance_skills --skill finance-psychology --agent claude-code

Installs into .claude/skills of the current project.

Files

Finance Psychology — Behavioral Finance & Money Coaching

Personal finance is mostly psychology, not mechanics. Until a client understands why they behave the way they do with money, and what they want money to do for them, spreadsheet optimization will not stick. This skill covers the coaching principles, client archetypes, cognitive biases, and conversation frameworks for behavioral money work.