Guides are built out of modular components you drop into the page and arrange however you want. There are 40+ component types grouped into categories. Pick the ones that match what you want the client to see.
Some components can be added more than once (like Goal Progress, Changes, or Tax Summary), and many have a settings panel where you configure columns, filters, or display options.
Summary & Planning
Big-picture blocks that anchor the top of a Guide.
Net Worth Summary — Compact card showing net worth, total assets, and liabilities.
Financial Objective — A free-form text area where you write the household's stated financial objective in plain language.
Date — A small field showing a chosen date. Defaults to today, but you can set it to a plan date, review date, or any moment in time.
Planning Timeline — A chronological table of upcoming goals and age-based milestones (retirement accounts, healthcare, Social Security) with person ages.
Goals
Show what the household is working toward and how close they are.
Overview Goals — A simple list of the household's top goals in the order you want them shown.
Goal Progress — A table showing each goal alongside how close the household is to reaching it, grouped by purpose (Retirement, Education, Liquidity, Debt Payoff, Other).
What is my money being used for? — Visual boxes breaking down where the household's money is currently allocated: liquid, retirement, education, home, other.
Cash Flow
Help the client see where their income goes.
Where is my income going? — Cash flow breakdown showing income, savings, taxes, debt payments, giving, burn, and what's left over.
Cash Flow Sankey — A flowing diagram that visually traces income as it splits into taxes, savings, debt payments, and spending.
Savings — A breakdown of how much the household is contributing to each savings or investment account on a regular basis.
Debt Payments — A breakdown of debt payments by liability: mortgage, student loans, credit cards, car loans.
Giving — A breakdown of charitable giving by recipient organization with amounts and timing.
Balance Sheet & Investments
Show what the household owns, owes, and how it's invested.
Balance Sheet — A complete picture of what the household owns and owes, organized by category.
Balance Sheet (Simple) — A simplified version showing just category totals (total assets, total liabilities, net worth) without the line-by-line detail.
How am I investing? — A table of investment accounts with configurable columns: balance, purpose, time horizon, tax status, institution, savings, dividend yield, expense ratio, target portfolio.
Where is my money invested? — A pie chart showing how invested dollars are split across asset classes.
Tax Allocation — A chart showing how invested dollars split across taxable, tax-deferred, and tax-free buckets.
Portfolio vs Target — Compare actual allocation against a target portfolio. Can be scoped to the whole portfolio, a goal purpose, or a time horizon.
What cash do I have access to? — A breakdown of the household's liquid resources by how quickly each can be accessed.
Asset Runway — An estimate of how long the household's assets could support their lifestyle without additional income. View by account type or by goal.
Taxes
Show tax detail at whatever depth the conversation calls for.
How are my taxes calculated? — A detailed tax view showing income, deductions, brackets, effective and marginal rates, and where tax dollars go. Can be attached to a specific tax scenario.
What am I paying in taxes? — A simplified tax card showing the household's total tax bill, effective rate, and a small distribution chart.
Account Views
Different lenses on the household's accounts.
How is my money mapped to my goals? — Groups accounts by which goal they fund, showing progress toward each goal's target.
Who owns what? — Groups accounts by which household member or entity owns them.
When will I need my investments? — Groups investment accounts by time horizon: short-term, mid-term, long-term.
Metrics
Key ratios at a glance.
Income Metrics — Savings rate, debt rate, giving rate, housing ratio, marginal tax rate, effective tax rate. You choose which are visible.
Balance Sheet Metrics — Net worth excluding the primary home, net worth excluding student loans, cash net of credit card debt, total debt ratio. You choose which are visible.
Protection
Insurance Coverage — Overview of life, disability, and other protection the household has in place.
Estate Planning
Status of the household's estate plan, documents, and beneficiaries.
Estate Plan Status — Shows the six core estate planning questions with coverage status badges and short answer summaries. Surfaces gaps at a glance.
Estate Documents Status — A compact status matrix showing Will, POA, HCP, AHCD, Trust, and Guardianship status per adult.
Beneficiary Designations — Cross-account beneficiary table showing primary and contingent designations, review status, and warnings for accounts missing beneficiaries.
Action Items
Keep the client focused on what's next.
Tasks — A list of action items the household and advisor have committed to. Filter by status (all, completed, not completed) and assignee (all, advisor, client).
Changes — A list of recommended changes grouped by category (investments, insurance, tax, savings) with optional status and category filters.
Custom Content
Add your own text, images, and reusable content.
Template Text — A reusable text block whose content lives in the template field library. Edit once, updates everywhere it's used.
Template Image — A reusable image block whose source lives in the template field library. Same idea, for images.
Custom Text — A one-off text block written specifically for this one client. Lives only on their Guide.
Custom Image — A one-off image uploaded for this specific client. Lives only on their Guide.
Layout
Structural blocks to give the Guide rhythm and breathing room.
Divider — A horizontal line with an optional label to separate sections of the Guide.
Vertical Spacer — Empty vertical space between rows. Small, medium, or large.
Horizontal Spacer — Empty horizontal space between two blocks on the same row. Small, medium, or large.
How to add a component
In the Overview Editor, click the Add Component (+) button to open the component sidebar. Pick a component and drag it into the grid. Some components have a settings panel you can open with the gear icon to configure columns, filters, or display options.
Visibility
Any component can be shown or hidden per Guide using the visibility modal, so you can build one rich template and let each client's Guide show only what's relevant to them.
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Start with a template if you want a sensible default layout. You can always add or remove components from there.
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