Advisor Mode
Meeting setup
Carry the numbers over from the plan. Everything here saves as you type and stays in this browser.
Client
The name shown at the top of every screen and on the final strategy summary.
All accounts in scope for this strategy.
Bucket amounts
Need = what the plan says the bucket should hold. Current = what the client already holds that is positioned for that job.
Safety
Years 0 to 2Stability
Years 3 to 7Growth
Year 8+- Total need:
- $1,400,000
- Total current:
- $1,400,000
- Portfolio entered above:
- $1,400,000
Return and risk
From the plan and the risk tolerance questionnaire. These drive the comparison on the analytics dashboard.
The return the plan indicates is needed to meet the stated goals.
A planning input and a ceiling — not a target the proposal has to match.
Risk in the portfolio the client holds today, for the before/after contrast.