Guides use modular components to bring selected plan data and advisor explanation into a client-facing layout. The catalog changes as Kerdora adds planning surfaces, and some choices differ between practice templates and client-owned Guides. Use the component library shown in the current editor as the final list.
Add and configure a component
Open the client and select Guides.
Choose the Guide and select Edit guide.
Add the component to a new or existing row.
Select Open settings on the component.
Review every available scope, scenario, category, field, label, status, or display option.
Review the populated component on the canvas before saving.
Removing a component changes only the Guide layout. It does not delete the source account, Goal, policy, Change, Task, or other client data.
Summary and context components
Summary components such as Net Worth Summary, Financial Objective, Date, and Planning Timeline orient the client. Note, text, and image components let you add explanation or reusable practice content.
Use a client-visible source note when the Guide should display an existing note. Internal notes are not automatically delivered.
Goals and retirement components
Goal and retirement components can summarize Goals, progress, retirement results, and how money is mapped. Choose the component that matches the question you are answering; do not stack several components that repeat the same result.
Review the selected Goal, accounts, scenario, timing, and units. Retirement results depend on the saved assumptions and are not guarantees.
Cash flow and spending components
Cash flow components can show income, savings, debt payments, giving, spending, and the movement of money through the plan. Confirm whether the selected component uses recurring plan entries, transaction-derived Spending data, or another calculated source before explaining a difference.
Supported components can use the Mo and Yr control for monthly or annual presentation. The control changes display, not saved source frequencies.
Investments and balance-sheet components
Investment and account components can show allocation, tax status, holdings, ownership, time horizon, liquidity, and current-versus-target results. Some components can use the whole portfolio or a narrower scope by Goal, time horizon, tax status, or the client's current Investments view.
When an account is missing, verify the component scope and the source account's type, subtype, balance, Goal assignment, time horizon, and tax status before changing data.
How is Taxable investments calculated in What cash do I have access to?
The component treats Investment accounts with the subtypes Taxable, Trust, ESPP, and Other as taxable brokerage. It adds their positive balances, identifies dollars classified as Cash, and shows the remainder as Taxable investments. The cash sleeve appears separately as Cash in investments, so it is not counted twice.
For a simple-allocation account, the cash sleeve comes from the saved Cash allocation. For a holdings-based account, it comes from the account's aggregated asset-class data.
The calculation is subtype-based. A restricted or illiquid asset recorded with one of those subtypes can appear even when an advisor would not consider it readily accessible.
The current calculation does not apply the account's Exclude From Plan setting. Do not change a correct subtype, balance, allocation, or plan-exclusion setting only to force this one component to show a preferred number.
If the number looks wrong:
Open Profile → Accounts for the client.
Open each affected investment account.
Confirm its subtype, balance method, balance, holdings, and Cash allocation.
Correct a source field only when the client record itself is wrong.
Return to the Guide and preview the result.
If the record is correct but should not be presented as accessible taxable investments, remove What cash do I have access to? from that Guide or contact Kerdora Support with the account subtype and the intended presentation.
Protection, estate, and Taxes components
These components present saved insurance, estate, and tax information. Confirm the selected person, policy, estate record, and tax scenario. The Guide summarizes the analysis; it does not replace professional insurance, legal, or tax review.
Changes and Tasks components
The Changes component presents selected recommendations. Clients can mark a visible Change complete directly in the Guide.
The Tasks component presents applicable Tasks, but its completion checkbox is read-only in the Guide. Clients complete or reopen client-assigned Tasks from My Tasks in the portal.
Use component settings and Change-category visibility to control what appears. A hidden Change category is excluded from every Changes component and cannot be restored by Guide settings alone.
Final component check
For each component, confirm the source data, scope, scenario, title, visible fields, and client-facing explanation. Remove empty or repetitive components, preview the full Guide, and use the appropriate explicit save action in a client Guide editor. Practice-template editor changes save automatically.