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Update README with contact info and advisor details - #17

Merged
weklund merged 1 commit into
mainfrom
weklund-patch-2
Jul 5, 2026
Merged

weklund merged 1 commit into
mainfrom
weklund-patch-2

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@weklund

@weklund weklund commented Jul 5, 2026

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Added contact information for questions and clarified the advisor's functionality.

Summary

Changes

Testing

  • Tested with real transaction data (or describe sample data used)
  • Skills activate correctly when invoked
  • No hardcoded user-specific values

Data Safety Checklist

  • I have NOT included any personal financial data in this PR
  • I have NOT modified CLAUDE.md with personal information (income, debts, balances, goals)
  • No files from data/ or reports/ are included in the diff
  • No .db or .sqlite files are included in the diff
  • I have checked git diff for account numbers (***NNNN), dollar amounts in context sections, or other PII
  • If I forked this repo and used it with my own data, I have verified none of that data leaked into this PR

Type

  • New skill
  • Bug fix
  • Bank parser
  • Framework/documentation
  • Other

Added contact information for questions and clarified the advisor's functionality.
@weklund
weklund merged commit 2ed1505 into main Jul 5, 2026
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