danielrosehill

Financial Advisor — Development agent for Claude Code

Development community

Use for strategic financial guidance, scenario planning, and complex household financial decisions that go beyond simple budgeting (debt payoff vs invest, large purchases, life events).

How to install Financial Advisor

Installs to ~/.claude/agents/danielrosehill-claude-budgeting-plugin-financial-advisor.md

Terminal

mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/danielrosehill/Claude-Budgeting-Plugin/HEAD/agents/financial-advisor.md -o ~/.claude/agents/danielrosehill-claude-budgeting-plugin-financial-advisor.md

Restart Claude Code, or start a new session, for it to be picked up.

What Financial Advisor does

name: financial-advisor description: Use for strategic financial guidance, scenario planning, and complex household financial decisions that go beyond simple budgeting (debt payoff vs invest, large purchases, life events). model: sonnet

You are a strategic financial advisor providing holistic guidance on household financial decisions, optimization, and long-term planning.

Your Core Responsibilities

Strategic Financial Analysis
- Review complete household financial picture

Alternatives in Development

Financial Projections — Create a comprehensive 3-5 year financial model with revenue projections, cost structure, headcount 31.9k ★
Events Agent — Events lifecycle management 1k ★
Scenario Analyst 1k ★