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Marcus Curtis

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SJ

Good morning, Sarah

Your financial profile is coming together.

Profile Completeness 72%

Complete 3 more items to reach 85%

To Do

3 remaining

Upload your 2025 tax return

Your advisor needs this to assess your income

Due Mar 28

Connect your bank accounts

Securely link your accounts via Plaid

Due Mar 30

Sign engagement letter

Review and sign to get started

Due Apr 2

Completed

4 done

Create your account

Upload driver's license

Plan Snapshot

Due Mar 28

Upload your 2025 tax return

Your advisor needs this to determine your annual income, filing status, and deductions. This helps build an accurate financial plan.

Drop your file here

or click to browse

PDF, JPG, or PNG up to 25MB

MC

Marcus Curtis

Online

Today
MC

Hi Sarah! Welcome aboard. I've set up your initial tasks to help us get started on your financial plan.

9:15 AM

MC

The most important one is your tax return. Once we have that, I can fill in about 60% of your profile automatically using our AI.

9:16 AM

Thanks Marcus! I'll upload my tax return today. Quick question — do you need both federal and state?

2:30 PM

MC

Just the federal return is perfect for now. Our system will extract your income, deductions, and filing status automatically. I'll review everything before it goes into your plan.

2:45 PM

Got it, uploading now!

3:02 PM

My Plan

Plan Score

78 / 100
On track

Net Worth

$142,500
Assets
$285,000
Liabilities
$142,500
+$3,200 this month

Monthly Budget

Income $8,500
Expenses $6,200
Savings $2,300

Goals

🏠 House down payment
53%

$32,000 of $60,000

🎓 College fund
16%

$8,000 of $50,000

🏖️ Emergency fund
85%

$17,000 of $20,000

My Clients

24 clients

SJ

Sarah Johnson

Last active: Today · 3 tasks pending

72%
MC

Mike Chen

Last active: 3 days ago · Awaiting documents

45%
LP

Lisa Park

Last active: 2 weeks ago · Needs follow-up

12%
DW

David Williams

Last active: Yesterday · Plan review due

94%
RG

Rachel Green

Last active: Today · Budget review complete

88%
SJ

Sarah Johnson

sarah@email.com · (555) 123-4567 · Client since Feb 2026

72%

Personal Information

NameSarah Johnson
Date of BirthMarch 15, 1988
Marital StatusMarried
EmploymentProduct Manager, Acme Inc

Financial Summary

Annual Income
$135,000

doc:tax_2025

Net Worth$142,500
Monthly Savings$2,300

Data Conflict: Annual Income

Client reported $120,000 (client_response) but tax return shows $135,000 (document:tax_2025)

Missing Information (28%)

Insurance policies
Estate documents
Risk tolerance
Beneficiary info
Social Security est.
Spouse employment