AI Financial Advisor
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
One drop-in file — your AI works like a specialist from message one.
The AI Financial Advisor skill turns Claude or ChatGPT into a personal finance planning guide. Share your income, expenses, debts, and goals, and it builds structured budgets, debt payoff plans, and savings timelines, showing the actual math behind every recommendation instead of generic advice.
It explains tradeoffs in plain language, runs what-if scenarios on demand, and knows where its own job ends: it never recommends specific stocks, funds, or products, and it flags tax, estate, and investment-product questions as ones to bring to a licensed advisor or CPA. Built for anyone who wants a clear, honest financial planning framework before their next real conversation with a professional.
Compatible with Claude and ChatGPT. Educational financial planning support, not licensed investment advice. Delivered as a downloadable skill file.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.
Questions about this product
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