Client Hub
Your WealthScan Discovery
Pick any section, anytime. Your professionals see every answer the moment you save it. Identity questions you've already answered will be skipped automatically.
Personal · Individual · Family
Personal & Family Discovery
Wealth, tax, estate — for you and your household.
Business Owner
Business Discovery
Entity, payroll, plan design, succession & exit.
For Your Financial Advisor
Financial Advisor Discovery
Wealth, retirement & lifetime income.
Goals & Concerns
Start here — what they want this plan to accomplish and what's keeping them up at night.
Household
Names, ages, marital status, kids, dependents.
Employment & Income
Employer, role, W-2, 1099, side income, retirement timeline.
Assets
Cash, brokerage, retirement, real estate, business equity.
Debts
Mortgage, student loans, credit cards, business debt.
Insurance
Life, disability, LTC, umbrella, group coverage.
Longevity & Lifetime Income
How long the money may need to last — and what's guaranteed for life.
College Planning
Education goals, 529 strategy, funding gaps, and dependent-specific planning.
Estate
Will, trust, POA, healthcare directive, beneficiaries.
Tax
Filing status, entity, deductions, prior issues.
Business
Entity, ownership, payroll, succession, key-person.
Risk Tolerance Questionnaire
15 scored questions → your investor profile (Conservative → Aggressive).