[
  { "grp": "fs", "title": "New Client Financial Intake", "category": "Financial Services", "cover": "financial-kickoff-cover.png",
    "desc": "A confidential new-client intake for financial advisors and planners, built as a standalone mini landing page. Five lean sections capture the kind of advisory relationship the client wants, their goals and time horizon, a high-level income snapshot in bands, and their comfort with risk — with an opening notes field at the end. Only an email and the advisory relationship type are required, so it stays a five-minute form. It is deliberately suitability-aware: it never asks for account numbers, balances, or Social Security numbers, and the hero and footer make clear that submitting is not investment advice. Deploy it on a public URL or embed it, then wire your own agreement and onboarding automations when you put it to work." },
  { "grp": "fs", "title": "Goals, Cash Flow & Tax Profile", "category": "Financial Services", "cover": "financial-planning-cover.png",
    "desc": "An internal setup form that builds out the planning detail behind a client's goals: retirement-age and monthly-savings targets, a net-worth band, emergency-fund and near-term liquidity needs, their tax filing status and sensitivity, and the retirement-income picture including RMDs, pensions, and workplace-plan coordination. Captures everything a planner needs to model cash flow and taxes after the initial intake, asking only for bands and references — never exact figures or account balances." },
  { "grp": "fs", "title": "Risk Profile & Investment Policy", "category": "Financial Services", "cover": "financial-risk-cover.png",
    "desc": "An internal setup form that records a client's risk profile and the policy that guides how their portfolio is built and maintained: tolerance score and drawdown comfort, the capacity drivers behind them, the model-portfolio and ESG/values preferences, any exclusions, the rebalancing and distribution approach, and where the Investment Policy Statement stands. Pairs with the intake to turn a stated comfort with risk into a documented, repeatable investment policy." },
  { "grp": "fs", "title": "Accounts, Custody & Authority", "category": "Financial Services", "cover": "financial-accounts-cover.png",
    "desc": "An internal setup form that maps where a client's assets are held and what the advisor is authorized to do — custodians, account types, and workplace-plan and held-away details by name only, plus discretionary and trading-authorization status, cash-management preferences, and any concentrated positions or employer-securities restrictions. Built for the file: it asks for firm names, labels, and reference identifiers only, and never full account numbers or login credentials." },
  { "grp": "fs", "title": "Compliance, Estate & Engagement", "category": "Financial Services", "cover": "financial-compliance-cover.png",
    "desc": "An internal form covering the regulatory disclosures delivered and when, accredited-investor and alternative-investment status, a snapshot of the client's estate documents and charitable-giving intentions with a beneficiary-review date, and the engagement terms — fee arrangement, rate tier, billing frequency, reporting cadence, and the client portal link. Keeps the regulated and engagement details an advisory practice needs on file alongside the intake." }
]