Prepares an annual or semi-annual household review from the last 12 to 24 months — goals then versus now, what changed in their finances and their life, the decisions taken, the commitments made, and the handoffs the review creates for the client's CPA, attorney and other professionals.
Install
npx skills add zocks-communications/zocks-agent-plugins --skill household-review-packnpx skills add zocks-communications/zocks-agent-plugins --skill household-review-pack -a claude-code -gnpx skills add zocks-communications/zocks-agent-plugins --skill household-review-pack -a codex -ggemini skills install https://github.com/zocks-communications/zocks-agent-plugins.git --path skills/household-review-packgh skill install zocks-communications/zocks-agent-plugins household-review-packgit clone --depth 1 https://github.com/zocks-communications/zocks-agent-plugins /tmp/zocks-communications__zocks-agent-plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/zocks-communications__zocks-agent-plugins/skills/household-review-pack ~/.claude/skills/household-review-pack # Claude Code
cp -R /tmp/zocks-communications__zocks-agent-plugins/skills/household-review-pack ~/.agents/skills/household-review-pack # Codex, Cursor, Gemini CLI, Copilot, OpenCode