What are 'invisible money scripts'?

These are unconscious beliefs about money inherited from childhood—such as 'money is the root of all evil'—that shape adult financial behavior, which this skill helps surface and reframe.

Can this help with couples' financial planning?

Yes, it includes specific frameworks for navigating 'money fights,' surfacing conflicting money scripts, and aligning shared values between partners.

How does this skill handle emotional investing?

It identifies common biases like loss aversion and herd behavior, providing debiasing techniques to help users stay committed to long-term plans during market volatility.

What is the difference between 'reasonable' and 'rational' decisions?

A rational decision is mathematically optimal on a spreadsheet, while a reasonable decision is one a human can actually stick to during periods of high stress or market downturns.

How does the skill define a 'Rich Life'?

It focuses on using money to buy control over time and fund the experiences that matter most to an individual, moving beyond just hitting a specific net worth number.

Finance Psychology & Behavioral Coaching

Name: Finance Psychology & Behavioral Coaching
Author: JoelLewis

byJoelLewis

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Aprendizaje y Documentación

Identifies cognitive biases and applies behavioral finance frameworks to align financial decisions with personal values.

This skill integrates behavioral finance principles into financial planning, helping users navigate the psychological barriers to wealth management. It provides frameworks for surfacing 'invisible money scripts,' identifying money archetypes—such as the Avoider, Optimizer, Worrier, and Dreamer—and coaching couples through difficult financial conversations. By prioritizing 'reasonable' strategies over strictly 'rational' ones, it assists in designing a 'Rich Life' that focuses on long-term compounding, time control, and automated systems rather than just spreadsheet optimization.

Características Principales

01Invisible money script identification and inherited narrative reframing

02Cognitive bias mitigation for emotional financial decision-making

0318 GitHub stars

04Money archetype profiling (Avoider, Optimizer, Worrier, Dreamer)

05Conflict resolution strategies for couples' money management

06Frameworks for 'Rich Life' visioning and value-based goal setting

Casos de Uso

01Coaching clients through emotional market volatility and panic selling

02Identifying and overcoming inherited financial behaviors that hinder wealth building

03Facilitating values-based financial planning for individuals and couples

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add joellewis/finance_skills finance-psychology

For use in Claude.ai and ChatGPT

Download Skill