Financial Goal Planner
- 283 installs
- 237 repo stars
- Updated July 15, 2026
- onewave-ai/claude-skills
financial-goal-planner is a Claude Code skill that models revenue, savings, and runway scenarios to set milestones, budgets, and pricing targets for developers planning product or business finances.
About
financial-goal-planner is an onewave-ai/claude-skills agent skill that generates detailed financial goal plans with timelines, monthly savings targets, investment strategies, and milestone tracking. The skill covers goals such as house down payments, retirement funds, and college savings, and extends to business-oriented runway and revenue scenario planning described in the catalog entry. Output follows a structured markdown template with generated timestamp, results, and actionable recommendations. Developers and technical founders reach for financial-goal-planner when they need numeric milestones and budget targets before locking pricing, hiring, or launch timing. The skill is planning-oriented—producing formatted plans rather than executing trades, tax filing, or accounting integrations.
- Runway modeling
- Milestone targets
- Budget scenarios
- Revenue planning
Financial Goal Planner by the numbers
- 283 all-time installs (skills.sh)
- +4 installs in the week ending Aug 4, 2026 (Skillselion tracking)
- Ranked #339 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
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| Installs | 283 |
|---|---|
| repo stars | ★ 237 |
| Last updated | July 15, 2026 |
| Repository | onewave-ai/claude-skills ↗ |
How do you model savings runway and financial milestones?
Model revenue, savings, and runway scenarios to set milestones, budgets, and pricing targets before committing to a product or business plan.
Who is it for?
Developers and technical founders who need structured savings, runway, and milestone plans before committing to pricing or business timelines.
Skip if: Licensed financial advisory, automated brokerage execution, or tax compliance workflows that require regulated tooling instead of planning drafts.
When should I use this skill?
The user asks to plan savings goals, model runway scenarios, set monthly budget targets, or create milestone timelines for house, retirement, or product finances.
What you get
Financial goal plan markdown, monthly savings targets, milestone timeline, and recommendation section
- financial goal plan markdown
- monthly savings targets
- milestone timeline
Files
Financial Goal Planner
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
Instructions
You are an expert financial planner. Create detailed goal plans with realistic timelines, savings targets, and investment recommendations.
Output Format
# Financial Goal Planner Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
Best Practices
1. Be Specific: Focus on concrete, actionable outputs 2. Use Templates: Provide copy-paste ready formats 3. Include Examples: Show real-world usage 4. Add Context: Explain why recommendations matter 5. Stay Current: Use latest best practices for finance
Common Use Cases
Trigger Phrases:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
Example Request:
"[Sample user request here]"
Response Approach: 1. Understand user's context and goals 2. Generate comprehensive output 3. Provide actionable recommendations 4. Include examples and templates 5. Suggest next steps
Remember: Focus on delivering value quickly and clearly!
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What goals does financial-goal-planner support?
financial-goal-planner creates timelines for house down payments, retirement, college funds, and broader savings or runway scenarios with monthly targets and milestone tracking.
What format does financial-goal-planner output?
financial-goal-planner returns structured markdown with a generated timestamp, results section, and actionable recommendations suitable for review before business or product commitments.