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PLANDRM
Snapshot
Client Report
Planning Readiness
Budget
Debts
Documents
Add Information
Net Worth
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Total Assets
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Total Debts
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Retirement Readiness
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Shared with your advisor — categories you add here show up on their side too, and theirs show up here. You can edit or remove anything you added; your advisor's own entries are visible but theirs to change.
Income
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Expenses
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Every debt on file — including ones your advisor entered. Log a payment against any of them; it updates the balance right away and your advisor is notified.
Documents you've uploaded, plus anything your advisor has shared with you.
Upload a Document
Document Title
Category
File
Your Documents
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Overall Completion—
Add information here for your advisor to review. Items you submit are flagged for review and won't change your official numbers until your advisor confirms them.