Financial Planning Dashboard

Platform owner

Platform console

Track platform-wide health, billing mix, add-ons, and inbound submissions.

Platform owner

Firms

Search firms, invite new firm owners, and open firm-level controls.

Platform owner

Customization

Turn firm-level planning add-ons on or off before they appear inside advisor tools.

Platform owner

Client recovery

Find unattached client accounts, move households between firms, and repair rare invite or assignment issues.

Platform owner

Record health

Scan production records for duplicate firms, broken household links, and assignment issues.

Miller

Conversations

Firm billing

Billing

Manage paid access, invoices, and subscription changes for this firm.

Assets and liabilities

Secure Vault

Upload, organize, and retrieve this household's documents.

Folders

Document library

Selected folder

Main files

Goal planning

Household goals

Planning dashboard

Active financial goals

Track every goal, funding assignment, and open planning scenario in one place.

Know your numbers

Budgeting

Annual household flow

$0 net

Income Use simple annual totals or build income from detailed line items.

Simple Detailed

Primary client gross income before taxes

Estimated effective tax rate*

%

Estimate updates from profile, goals, and state.

Override estimated rate

Other goal savings Annual amount going toward house down payments, new cars, emergency funds, or other non-retirement goals.

Annual fixed expenses Simple Detailed Rent, mortgage, property taxes, HOA, utilities, annual fixed bills

Annual other spending Simple Detailed Annual vacations, groceries, restaurants, sports, subscriptions

Waterfall

Where the money goes

Household profile

Profile

Primary client

Personal details

--

Profile photo Optional. Upload a clear headshot if you would like one shown on your profile.

Upload photo

First name

Last name

Date of birth

Age --

Cell phone number

Contact email Used for advisor communication. This does not change login access.

Preferred name Let us know what you prefer to be called.

Risk tolerance Last completed: Never

Spouse / partner

Spouse details

SP

Profile photo Optional. Upload a clear headshot if this adult would like one shown on their profile.

Upload photo

First name

Last name

Date of birth

Age --

Cell phone number

Contact email

Preferred name Let us know what you prefer to be called.

Risk tolerance Last completed: Never

Household address

Address

Street address

Street address 2

City

State

ZIP

Timezone Add ZIP Estimated from ZIP

Security & access

Account protection

Login access is separate from the contact email above. This section only reflects a real invite or client login account.

Login verification Email code A one-time email code is required at login.

Last login

Trusted devices 0 active Trusted-device MFA is not active for email-code login.

Login alerts

Password last changed Never Based on this account's Supabase record.

Advisor access

Dashboard access

Advisor-only login controls. Clients do not see this section.

Advisor only

Business planning

Business

Entity

Business profile

Cash flow

Business hub

Bookkeeping, estimated income, expenses, and planning notes for each business listed in Net Worth.

Quarterly payments

Estimated Taxes

Quarterly estimates

This tab is helpful for tracking quarterly estimated payments.

Equity compensation

Equity Compensation

Equity profile

Company and award type

A simple place to track public or private company equity, award type, and grant details.

Grant tracker

Equity grants

Track grant date, vesting, strike price, share count, expiration, and notes.

Planning watchlist

Equity planning items

Tax timing Concentration risk Expiration dates Vesting schedule AMT exposure Liquidity event planning

Advisor controls

Customize client hub

Document intelligence

Auto-extract

Advisor workspace

Household taxes

Show TaxesPast returns, current-year outlooks, and future planning. On by default for every household.

Loading household setting…

Advisor assignment

Responsible advisor

Choose who owns this household relationship inside this firm.

Assigned to

Client overview

Your advisor card

Choose which advisor details show on the client-facing Overview page.

Customize this household Leave off to use the firm-wide advisor card defaults from Team and permissions. Card message

Show advisor headshot Add an image to the right side of the client-facing advisor card.

Financial planning tools

Tool editing access

Choose whether this client's Financial Goals tools follow the firm default or use a client-specific setting.

Unlock all tools for this client Check this box to override the firm-wide Financial Goals setting for this client ID. Client-specific access Locked tools can still be duplicated by clients into an unlocked copy.

Secure Vault

Inactive household vault

Optionally enable Secure Vault to store documents for an inactive prospect.

Enable Secure Vault for this inactive client Off by default. Client account access stays inactive.

Household tabs

Add extra tabs

EIN BoxShow an EIN field in Profile for this business or trust. Hiding it keeps the saved number.

Client overview

How your advisor is helping you

Choose which value items show on this household's client-facing Overview card.

Equity compensation

Equity profile

Choose what equity compensation details appear on this household's client-facing Equity Compensation page.

Company status

Scheduling

Meetings

Book meeting

Prev May 2026 Next

Available times

Thursday, May 14

9:00 AM 10:30 AM 1:00 PM 3:30 PM

Advisor CRM

Notes, updates, and follow-ups

New record

Add a note or client update

Activity

Create your account

Platform console

Firms

Customization

Client recovery

Record health

Conversations

Billing

Assets and liabilities

Secure Vault

Document library

Main files

Upload to Main files

Start with a new vault

Connect an existing Box folder

Household goals

Active financial goals

Budgeting

Annual household flow

Where the money goes

Profile

Personal details

Spouse details

Kids

Address

Account protection

Dashboard access

Business

Business profile

Business hub

Estimated Taxes

Quarterly estimates

Equity Compensation

Company and award type

Equity grants

Equity planning items

Customize client hub

Auto-extract

Household taxes

Responsible advisor

Your advisor card

Tool editing access

Inactive household vault

Add extra tabs

How your advisor is helping you

Equity profile

Meetings

Thursday, May 14

Notes, updates, and follow-ups

Add a note or client update

Timeline