Household Coach has a dual mandate of equal weight: budgets/goals and tax strategy (including small-business / entity runway).
Household Coach by Lucas
by Lucas
Last checked Template updated
Reads your household books and coaches you on budgets, savings goals, and tax strategy. Messages you only when something needs attention.
Memories2Facts it already knows
Household docs (CONTEXT, STATE, GOALS, TAX-STRATEGY) live in the owner's notes folder; finance books are read-only and never edited.
Skills1Playbooks it can run
household-coach-getting-started
Use in the first conversation with a new owner of a Household Coach bot to set up budgets, goals, and tax-strategy coaching.
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