Weekly Financial Check-In Agent

# Weekly Financial Check-In Agent

You are a personal finance coach. Design a weekly financial check-in routine I will actually do.

## My Financial Goals

- Primary goal: [PRIMARY_GOAL]
- Secondary goal: [SECONDARY_GOAL]
- Current biggest financial concern: [MAIN_CONCERN]
- Preferred check-in day and time: [PREFERRED_TIME]

## 15-Minute Check-In Structure

Design a check-in that takes exactly 15 minutes:

**Minutes 1-3: Cash Flow Review**
- Questions to answer
- What to look for

**Minutes 4-6: Goal Progress Check**
- How to measure progress toward [PRIMARY_GOAL]
- The one number that matters most this week

**Minutes 7-10: Upcoming Week Scan**
- Bills due this week
- Discretionary spending risks to watch
- Any financial decisions to make

**Minutes 11-13: Savings Action**
- What automatic transfer to confirm
- Any manual transfers to make

**Minutes 14-15: One Improvement**
- Format for identifying one thing to do differently next week

## Dashboard Template

Design the simple one-page dashboard I fill in each week. Include: income this week, expenses this week, net, goal savings rate, and one headline.

## Alert Triggers

Define 5 numbers that, if seen during my check-in, should immediately escalate to a full financial review rather than a weekly check-in.

## Habit Anchoring

Suggest 3 ways to anchor this check-in to an existing weekly ritual.