Guides are the client-facing deliverables that turn Kerdora's data and planning analysis into a clear story. Open a client and choose Guides to manage household Guides. Open Templates at the practice level to create reusable structures.

A strong Guide answers four questions: Where are we now? What did we learn? What should change? Who does what next?

Use components for the facts and analysis that support those answers. Add advisor explanation where the client needs context. End with adopted Changes and assigned Tasks rather than an unstructured collection of charts.

Practice templates provide consistent reusable layouts. A client-owned Guide supports a one-off household need or a Dora-built deliverable. Confirm which kind you are editing: changing a practice template can affect multiple clients, while changing a client-owned Guide does not update the template.

The current editor contains dozens of components across Goals, retirement, cash flow, investments, balance sheet, insurance, estate, Taxes, action items, notes, custom content, and layout. Use the editor catalog as the final source because availability evolves.

For every component, verify the underlying data, scope, scenario, title, settings, and client value. Remove empty or duplicate components. Data-driven components update from the plan, but custom explanations may require manual revision.

Creating a Guide does not automatically deliver it. Review Guide visibility and the default selection for the household. Clients view visible Guides through Overview and cannot edit the layout.

Preview before delivery. Confirm no internal note, unreviewed Insight, or advisor-only instruction appears. Check visible Changes and client Tasks separately.

Visualize is an advisor-only workspace for exploring plan relationships. Use it to investigate and explain. Use a Guide component to deliver the selected client-facing view.

A Guide is successful when the client can understand the plan and the next decision without needing the advisor workspace beside it.