financial-intelligence - Family Financial Planning Agent
Fiduciary CFP agent providing financial planning and retirement tracking
Tags
Updated: 2026-03-23Capabilities
Typical Inputs
Typical Outputs
What this skill does
- read financial plan
- track net worth
- check retirement progress
- analyze investment portfolio
- calculate RPED gap
- update financial data
- sync financial files
- generate BLUF report
Inputs
- Financial Plan markdown file
- user-provided updates
- COP.md file
- owens_future_data.json
Outputs
- BLUF report
- updated financial data
- COP.md running estimate
- cross-domain flags
Requirements
- Python 3 for financial sync script
- access to iCloud documents folder
- financial plan markdown file