Early Access

Personal Finance Plugin

A personal finance skill for AI agents.

Instead of getting generic answers about money, you get answers grounded in the same framework used for high-income solopreneurs and S-Corp owners. This is the knowledge base I wish I could hand every client on day one.

Available commands

Claude Code

> /personal-finance:tax-review
> /personal-finance:estimate
> /personal-finance:entity-compare
> /personal-finance:projection

Commands

Command
What it does
/personal-finance:tax-review
Upload an IRS transcript → full situation summary, every missed opportunity with dollar savings, and a prioritized action plan.
/personal-finance:estimate
Full liability estimate with correct dependency ordering — SE tax, QBI, brackets — plus specific recommendations and how much each saves.
/personal-finance:entity-compare
Complete comparison including payroll tax savings, QBI interaction, admin costs, and a step-by-step implementation roadmap with timeline.
/personal-finance:projection
Year-by-year income, tax, and net worth model with inflection point alerts — specific guidance for every threshold crossing.

Commands flow together — Tax Review pre-populates data for Estimate, Entity Compare, and Projection.

This plugin is not finished — and that's the point. Tax law changes, new strategies emerge, and Claude gets more capable. The plugin will be updated continuously. Early access supporters get the best price and every future update.

The Personal Finance Plugin is provided for general educational purposes only and does not constitute tax, legal, or investment advice. Every individual's situation is different. Consult your own qualified tax advisor or financial planner before making any financial decisions. Lindy Wealth is a registered investment adviser. Registration does not imply a certain level of skill or training.