Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Financial goal planning v1.0.0

Use this resource to build a savings timeline for a specific financial goal

New

  • 584 downloads
  • 133 likes
  • 107 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-goal-planning

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent builds a realistic timeline for each goal, such as a home down payment, retirement or a college fund. It suggests a monthly savings target, investment options and milestones to track. You get a worked plan you can revisit at each step.

Mostly picked by

Updated November 2, 2026

Card for the “Financial goal planning” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: calculation method and plan format
  • SKILL.md: recommendations and milestone tracking

Good fit for

  • You are saving for a home down payment
  • You want to know how much to set aside each month for retirement

Not for

    Tags

    • savings
    • finance
    • goals
    • retirement

    About

    You say

    “Plan a 30,000 € down payment over four years, with 1,500 € of monthly savings capacity.”

    Card for the “Financial goal planning” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to build a savings timeline for a specific financial goal
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.4 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/financial-goal-planner
    Licence
    MIT

    Notice

    « financial-goal-planner » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.