New Client Intake

Only what's needed to build the house and render every chart. Everything else can wait for a later conversation.

SHEET 1 / 6

Client & Contact

Full name *

Current age (primary client) *

Email (for one-click contact)

Phone (for one-click contact)

StateWhere the client resides — a reminder for licensing/jurisdiction purposes.

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Assets

Cash / bank accounts *

Investment (brokerage) accounts *

Retirement accounts (401k, IRA) *

Nitrogen Risk Number (0–100) *

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Current Portfolio Allocation

Fixed Annuity

FIA

Dividend equity

Cash / unclassified

Growth Equity (e.g., S&P 500 / growth)Leave at 0 to auto-fill from whatever's left of total assets — handy when all you have is "there's $X in a Traditional IRA."

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Income & Guarantees

Monthly income needed to live comfortably

Monthly spending (fallback if above is 0)

Pension (annual)

Social Security (annual, at claiming age)

Social Security claiming age *

Expected years retirement will last

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Protection & Legacy

Life insurance (type / amount, leave blank if none)

Long-term care plan (leave blank if none)

Will

Trust

Power of Attorney

Healthcare Directive

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Notes

Initial notes (client-stated needs, first impressions, etc.)

The Financial House

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Current Allocation

Guaranteed Income Coverage

Recommended Allocation

Guaranteed Income Coverage

Before & After — What's Actually Changing

Protection & Legacy Planning

Client Notes

This is a starting point for conversation, not a final recommendation — actual products, amounts, and timing are refined together with your advisor. Figures assume a 7% Personal Pension payout rate and a 6% FIA overflow payout rate; both are planning assumptions, not product quotes.

Settings

Notification preferences and data backup. Stored locally, same as everything else in this tool.

Email Updates

This opens a pre-filled draft in your own email app when triggered — it doesn't send silently in the background. You'll always see it and click Send yourself.

Notification email address

Draft an update when…

Backup & Restore

Client data lives in this browser only — it doesn't travel with the file to another computer or browser. Export regularly, and especially before switching machines.