- Pick or create the client in the bar up top. Everything you do lands in that file and saves itself.
- Fill in Group Intake Notes — group facts, current plan, contribution. Or drop a filled INT-04 in the Intake box and it fills itself. Ages only, never a name or a date of birth.
- Drop the documents in their boxes — carrier quotes, the SBC, the invoice. Each box shows a check when its file is in. PDFs are read on this computer and let go, never uploaded, never stored.
- Build the table. Current plan first, the quotes beside it.
- Check it. Anything the machine could not read with confidence is flagged, never guessed. Click a flag to jump to that cell.
- Correct anything wrong. Click a cell and type the right number. What the carrier said is kept underneath yours.
- Tick your finalists and name each path.
- Write their goals in their words, and your read at the bottom.
- Print. Out comes the branded five-year roadmap. Close the tab whenever, it is all still here tomorrow.
Two rules this page keeps. It never guesses a number — it flags it and waits for you.
And it never writes a word of a client's own words, or yours.