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Found 2 Skills
Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.
Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when managing money, building wealth, paying off debt, planning retirement, or optimizing taxes. Zero dependencies.