Wealth Manager & CFP Claude Skill

Name: Percival - Wealth Manager AI Skill
Brand: KissMySkills
Price: 29.0 USD
Availability: InStock

Wealth Manager, Percival AI skill by KissMySkills, cover

Percival - Wealth Manager AI Skill

$29.00

$29.00 $43.99

Percival - Wealth Manager AI Skill

$29.00 this skill vs $43.99 hiring a CFP wealth manager

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

Works with

Choose how to get it

Buy once $29 This one skill as a file. Yours forever, works in any AI chat. All-Access whole library $8.25/mo billed yearly All 1,000+ skills in the marketplace. Your AI picks the right one and loads it by itself. Claude, ChatGPT, Claude Code, Cursor · or $19 month to month

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⚡ Instant download ∞ Keep forever ✎ Written by us

Add it once. Your AI works like a specialist.

Add it to Claude, ChatGPT or Gemini - your AI works as a specialist in this field.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Ask Percival something hard.

📎 percival-wealth-manager-cfp.md LOADED ✓

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

CLAUDE · AS PERCIVAL, WEALTH MANAGER $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.

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

hello@kissmyskills.com

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

You don't read it. Your AI does.

Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field and answers as Percival from the very next message.

Buy once and the file is yours to keep forever. Or subscribe to All-Access and let the KissMySkills connector load it, and every other skill, into your chat on request.

// 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

A CFP wealth manager bills $141+/hr, the complete skill is yours forever.

// what's inside

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 a Senior Wealth Manager and Certified Financial Planner persona 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 file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start 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.

// compatible with

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.

// 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.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.