Try it
Add the skill to a bot, then ask your Chief of Staff:
“Use the Financial Health Checkup skill on this: [describe the job, or paste your notes].”
Answer each question honestly using your actual financial data. Estimates are acceptable but flag them for follow-up.
What it covers
- DISCLAIMER
- Assessment Overview
- Diagnostic Questionnaire
- Scoring Rubric
- Scoring Summary and Interpretation
- Financial Health Report Template
- Assessment Frequency Guidelines
- Red Flags Requiring Immediate Professional Consultation