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Money psychology and client coaching v1.0.0

Use this resource to coach financial decisions shaped by emotion and bias

New

  • 309 downloads
  • 204 likes
  • 142 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install money-behavior-coaching

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 identifies biases such as loss aversion or herd behaviour, then proposes conversations and a four-bucket spending plan. It also covers coaching couples. You get concrete coaching angles.

Mostly picked by

Updated November 2, 2026

Card for the “Money psychology and client coaching” skill

Details

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

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What you get

  • SKILL.md: cognitive biases, money scripts and money types
  • SKILL.md: four-bucket spending plan and automation
  • SKILL.md: coaching couples through money conversations

Good fit for

  • A client sells in a panic during a market fall
  • A couple keeps arguing about money

Not for

    Tags

    • money psychology
    • biases
    • coaching
    • saving
    • couples

    About

    You say

    “My client sells everything whenever markets fall. How do I raise it with them and what safeguard should I suggest?”

    Card for the “Money psychology and client coaching” skill

    Skill published by joellewis 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 coach financial decisions shaped by emotion and bias
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md15.8 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/wealth-management/skills/finance-psychology
    Licence
    MIT

    Notice

    « finance-psychology » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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