Data Entry: Family profile

Welcome! Adding clients is a breeze, and it all starts here.

For a brief overview of establishing the family profile within a financial plan watch this short video.


Start with People

Start by entering information about the client’s immediate family.

Click on the cards to edit the client or spouse’s (1) date of birth and their (2) planning horizon (the year the plan will end).

Adjust life expectancy

Click on either the client or spouse card to adjust their planning horizon which reflects their life expectancy.  The default planning horizon is 90; you can change that for new clients under the Client Presets.

If there is no co-client, mouse over the "Co-Client" card to reveal the "X" in the upper-right hand corner. Clicking the "X" will delete the "Co-client" card.

In the client card, make sure to enter their Residence state which is the state used for calculating state taxes.

Click Add Participant to add children or any other family members that are important to include.

To access college planning cards be sure to add children to the family profile.

Click on the Next button to move on to the next step.