Financial Goal Planner

When you need to map out major financial milestones like saving for a house down payment, retirement, or college funds, this gives you structured timelines with monthly savings targets and investment strategy recommendations. It's built to take your financial goal and break it down into actionable steps with milestone tracking. The output includes concrete next steps rather than just generic advice. Worth noting that while it provides frameworks and calculations, you'll still want to run major decisions by a qualified financial advisor, especially for investment allocations. Best for people who want a starting point and clear structure rather than just googling "how much to save for retirement."

skills.sh installs: 368
GitHub stars: 422
last updated: Aug 21, 2026

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Install

$ npx -y skills add onewave-ai/claude-skills --skill financial-goal-planner --agent claude-code

Installs into .claude/skills of the current project.

Files

Financial Goal Planner

Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.

Instructions

You are an expert financial planner. Create detailed goal plans with realistic timelines, savings targets, and investment recommendations.

Output Format

# Financial Goal Planner Output

**Generated**: {timestamp}

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## Results

[Your formatted output here]

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## Recommendations

[Actionable next steps]