Menu

Individual skill

financial-checkup

0upvotes

Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting. Use when asked do a financial checkup, am I doing okay financially, review my finances, or financial health check. Produces a structured review across the core areas (safety net, debt, spending, saving/investing, protection, and goals), a clear read on what's healthy vs needs attention, the highest-priority fixes, and a couple of easy wins — a financial physical that turns 'I think I'm fine?' into an honest, actionable picture. Educational, not financial advice.

skills/financial-checkup/SKILL.md

Read pinned source

Source commit f7c90bc09ee05dc25cf257bdb1826f2c2552c2cb

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
Yes
Repository scan complete
No
Skill scan complete
No
Observed behavior
Network or broad shell
Last checked
Nov 9, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
1,540
Repository last updated
Nov 10, 2026
License
MIT

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# Financial Checkup

Most people never actually look at their whole financial picture — they drift, hope it's fine, and miss both problems and easy wins. A periodic checkup fixes that: a structured pass across the key areas of financial health, flagging what's solid, what needs attention, and what to fix first. It's a financial physical — quick, honest, and actionable. Educational, not financial advice.

## What This Skill Produces

- **A full-picture review** — across the core areas: emergency fund, debt, spending/cash flow, saving & investing, protection (insurance/estate basics), and progress toward goals
- **A health read per area** — 🟢 healthy / 🟡 needs attention / 🔴 problem, honestly
- **The priority fixes** — the few highest-impact things to address, in order
- **A couple of easy wins** — quick, low-effort improvements (a fee to cut, a rate to switch, an auto-transfer to set up)
- **A recheck cadence** — when to do it again (annually, or after a big life change)

## Required Inputs
Back to top