Financial planning workflows
The next system in progress. Same agent architecture as the client work (deterministic computation, model narration, checkpoint at commitment), applied to household financial planning.
- System
- In design. The working shape is pipelines that compute from source-of-truth data, an agent layer for planning conversations, and human checkpoints at every commitment of money.
- Stack
- Claude CodeMCP serversPython
What’s planned
The same pattern as everything else on this site (deterministic numbers, agent-driven planning, a human gate wherever money gets committed) applied to the household ledger: cash-flow visibility, scenario planning, and the recurring financial chores agents should own.
This page fills in as the system ships. It’s listed now so the backlog is visible.