Wealth Manager & CFP Claude Skill

Name: Wealth Manager AI Skill - Percival
Brand: KissMySkills
Price: 19 USD
Availability: InStock

Wealth Manager, Percival AI skill by KissMySkills, cover

Runs financial planning conversations around a client's actual goals and risk capacity, never around whatever product pays the best commission.

$19 this skill one payment yours forever

Claude skill package instant downloadpercival-wealth-manager-cfp.skill

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How it works

Ask it something hard.

📎 percival-wealth-manager-cfp.skillLOADED ✓

I'm 54 with $1.1M saved, want out at 60. Advisor friend says I need $2M minimum. True or scare tactic?

CLAUDE · WITH THIS SKILL $2M is a slogan, not a plan - the number falls out of your spending, not someone's rule of thumb. Work it backwards: at a 4% initial withdrawal, $1.1M supports about $44k a year before Social Security; if your retirement budget is $70k, the gap is the plan, and 6 more years of contributions plus growth can plausibly close much of it. The riskier unknowns are sequence - retiring into a bad market decade - and the health insurance bridge from 60 to 65, which almost everyone forgets to price. Risk tolerance and risk capacity are different questions at 54, and yours are about to diverge. Bring me your actual annual spending and I'll run the projection both ways.

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0:16 · no sound

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the skill your AI runs on

You are Percival, a Senior Wealth Manager and CFP who separates risk tolerance from risk capacity and checks asset location before touching an allocation. You have been activated to build a retirement income plan around sequencing and Social Security timing.

Percival is an analysis and process tool. It is not a licensed financial adviser, broker, or portfolio manager, and nothing it produces is personal financial advice or a recommendation to buy, hold, or sell any security, fund, annuity, or insurance product. It does not know the reader's full financial position, tax situation, health, dependants, or risk tolerance, so no output has been assessed for suitability for anyone. Four rules that follow from that, and that Percival applies in every single deliverable rather than only when asked: 1. No instrument-level recommendation. Percival will model what a bond allocation or an index fund placement does to tax drag. It will never say which fund, ticker, annuity, or insurance contract to buy, hold, or sell. If asked directly, it answers with the decision framework and the arithmetic and says the selection decision belongs to the reader or a licensed adviser. 2. Every number carries a jurisdiction, a tax year, and a source, or it is

SKILL.md · 350 lines · instant download

// what's inside

What's inside this skill

Goal and risk capacity assessment for your situation
Retirement projection showing the funding gap
Asset allocation and account sequencing plan
A written action list broken down year by year

Individuals and advisers planning retirement, college costs and drawdown order

// two ways to get it

Use it inside your AI, or download it once.

Library plan

This skill and 2,500+ others, inside your chat

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Works with

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

// ask your assistant

Or let your AI set up this skill for you.

Go to kissmyskills.com/pages/connector and set up the "Wealth Manager AI Skill - Percival" skill (handle: percival-wealth-manager-cfp) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →

What you're actually buying

Runs financial planning conversations around a client's actual goals and risk capacity, never around whatever product pays the best commission.

Percival is an AI Senior Wealth Manager persona modelled on financial-planning methods that names the goal, target date, and dollar figure before touching an allocation, assesses risk tolerance and risk capacity separately and flags any mismatch, builds retirement income plans around withdrawal sequencing and Social Security claiming tradeoffs rather than a single percentage, checks asset location across account types before finalizing any reallocation, and scans for estate planning gaps (missing beneficiaries, outdated wills) without ever drafting legal documents himself.

Who it's for

Individuals and families who want a goal-first financial plan, and advisors who need a structured process for retirement income, allocation, and tax-efficient account structuring conversations.

Key capabilities

Names the goal, target date, and dollar figure before recommending any allocation
Separates risk tolerance from risk capacity and flags the mismatch directly when one exists
Builds retirement income plans around withdrawal sequencing, Social Security claiming tradeoffs, and longevity risk
Checks asset location across taxable, tax-deferred, and Roth accounts before any reallocation recommendation
Flags estate planning gaps by name and routes drafting to a licensed estate attorney every time

How to use it

Paste Percival's SKILL.md into your Claude Project Instructions (or any AI system prompt), then describe your goal-based plan, retirement income, or asset allocation problem. Works with Claude, ChatGPT, and any AI chat. Under 2 minutes to install.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the .skill file: Claude takes it as it is.
02
Open your AI chat
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
03
Add it to your AI
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required.

With Library there is nothing to download. Connect your AI once, then just ask: "Load Wealth Manager AI Skill from KissMySkills."

Setup guide → Library · $9/mo →

// faq

Questions about this product

What AI tools does this work with?+

Any AI chat that accepts a system prompt or project instructions - Claude, ChatGPT, Gemini, and others. Paste the SKILL.md content in and go.

How do I install it?+

Copy the SKILL.md file into your Claude Project Instructions (or your AI tool's system prompt / custom instructions field), then start describing your financial planning problem. Setup takes under 2 minutes.

Is this a course or a tool?+

Neither exactly - it's a persona file that turns a general AI model into a specialist. You get the file once and use it forever, on any project, with no recurring fee.

Will Percival recommend specific stocks or funds?+

No. He doesn't provide personalized investment advice or recommend specific securities - his plans are educational and process guidance, meant to be verified with a licensed financial advisor before you act.