Wealth Guide

Wealth Guide

A Claude Code skill that puts a team of six financial specialists on your case. You answer 10 questions about your money. They analyze your situation in parallel — a diagnostician, a research analyst, a market analyst, a strategist, a risk officer, and a planner. You get a CFP-quality wealth plan with real numbers, specific fund tickers, tax strategies, and a prioritized action checklist.

Works for the US, Canada, and India. No signup. No API keys. Just install and say "wealth guide."


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What You Get

A 12-section financial plan that reads like you hired a certified financial planner:

Section	What's In It
Executive Summary	Net worth snapshot, projected growth, timeline to your goal
Financial Position	Net worth breakdown, cash flow, health score with benchmarks
Wealth Projections	3 scenarios (conservative/base/optimistic) projected year-by-year
Strategy Blueprint	3-5 ranked strategies with fund tickers, dollar amounts, verdicts
Debt Strategy	Per-debt-type breakdown: payoff math, refinancing, prepay vs invest
Tax Strategy	Account optimization, contribution priority, asset location map
Cash Flow Plan	Savings waterfall with dollar amounts, year-by-year targets
Risk Assessment	Stress test (40% crash + job loss), sensitivity analysis
Action Plan	Every action in one table: priority, owner, deadline
Market Context	Live market data via web search (rates, indices, opportunities)
Learning Path	3-phase curriculum with books, resources, time estimates
Key Dates	Tax deadlines, contribution deadlines, review schedule

Here's what the executive summary actually looks like:

| Metric                          | Current (Age 35)  | Projected (Age 45, 2036)     |
|---------------------------------|-------------------|------------------------------|
| Total Net Worth (est.)          | ₹1,24