[
  {
    "grp": "fsr",
    "title": "New Client Financial Intake",
    "findTitle": "New Client Financial Intake",
    "category": "Financial Services",
    "cover": "financial-kickoff-cover.png",
    "desc": "<p><strong>New Client Financial Intake</strong> — Kickoff intake form (public) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>A short, confidential intake so we understand your goals, your relationship with money, and your comfort with risk before we ever talk strategy. This is not investment advice, and we never ask for account numbers.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>About you &amp; how we’ll work together</em> — First name [short text]; Last name [short text]; Email address [short text]; Advisory Relationship Type [dropdown: Financial planning only / Investment management only / Both planning &amp; management / One-time project / Second opinion].</li><li><em>Your goals</em> — Primary Financial Goals [multi-select: Retirement income / Wealth accumulation / Capital preservation / Education funding / Home purchase/renovation / …]; Goal Time Horizon [dropdown: 0-2 years / 3-5 years / 6-10 years / 10+ years / Mixed/Multiple].</li><li><em>A financial snapshot</em> — Income Sources [multi-select: Salary/Wages / Self-employment / Rental / Dividends/Interest / Pension / …]; Annual Household Income Band [dropdown: &lt;50k / 50-99k / 100-249k / 250-499k / 500-999k / …]. High-level context only — bands and sources, never account numbers or balances.</li><li><em>How you think about risk</em> — Investment Knowledge Level [dropdown: Beginner / Intermediate / Advanced]; Risk Profile Category [dropdown: Conservative / Moderately conservative / Moderate / Moderately aggressive / Aggressive].</li><li><em>Anything else</em> — Financial Planning Notes (client-specific) [long text].</li></ul><p><strong>Required:</strong> Email address, Advisory Relationship Type (kept low-friction).</p><p><strong>Form type:</strong> Kickoff intake (in), public. <strong>Niche:</strong> Financial Advisors. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> A fee-only financial advisory firm onboarding prospective clients — capturing the advisory relationship they want, their goals and time horizon, an income/net-worth-band snapshot, and their risk comfort, with no account numbers ever requested.</p>"
  },
  {
    "grp": "fsr",
    "title": "Goals, Cash Flow & Tax Profile",
    "findTitle": "Goals, Cash Flow & Tax Profile",
    "category": "Financial Services",
    "cover": "financial-planning-cover.png",
    "desc": "<p><strong>Goals, Cash Flow &amp; Tax Profile</strong> — Update / setup form (auth-only) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>The planning detail behind your goals — savings, reserves, taxes, and income in retirement — recorded for your plan.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Targets &amp; timeline</em> — Target Retirement Age (if applicable) [number]; Monthly Savings Target [number]; Estimated Net Worth Band [dropdown: &lt;250k / 250-499k / 500-999k / 1-2.9M / 3-4.9M / …].</li><li><em>Reserves &amp; liquidity</em> — Emergency Fund Coverage (months) [dropdown: None / &lt;1 / 1-3 / 4-6 / 7-12 / …]; Expected Liquidity Needs (12 mo.) [dropdown: None / Low / Moderate / High / Unsure].</li><li><em>Tax profile</em> — Tax Filing Status (current year) [dropdown: Single / Married filing jointly / Married filing separately / Head of household / Qualifying widow(er) / …]; Tax Sensitivity Level [dropdown: Low / Medium / High / Critical / Unknown].</li><li><em>Retirement income</em> — RMD Considerations [dropdown: No / Within 3 years / Currently taking / Not applicable]; Public Pension / Benefits Expected [multi-select: Pension / Social benefits / Military / None / Other]; Workplace Plan Coordination Level [dropdown: No coordination / Advice only / Manage via self-directed brokerage / Full coordination with plan contacts].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Financial Advisors. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Financial Advisors client workflow — goals, cash flow &amp; tax profile.</p>"
  },
  {
    "grp": "fsr",
    "title": "Risk Profile & Investment Policy",
    "findTitle": "Risk Profile & Investment Policy",
    "category": "Financial Services",
    "cover": "financial-risk-cover.png",
    "desc": "<p><strong>Risk Profile &amp; Investment Policy</strong> — Update / setup form (auth-only) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>Your risk profile and the policy that guides how your portfolio is built, rebalanced, and aligned to your values.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Risk profile</em> — Risk Tolerance Score (1-100) [number]; Drawdown Comfort Level [dropdown: 5% / 10% / 15% / 20% / 30%+]; Risk Capacity Drivers [multi-select: Stable income / Short time horizon / Liquidity needs / Debt obligations / Dependents / …].</li><li><em>Portfolio approach</em> — Model Portfolio Preference [dropdown: Income / Balanced / Growth / Aggressive growth / Custom/Blended]; ESG / Values Preferences [multi-select: Environmental focus / Social impact / Governance emphasis / Faith-aligned / Exclude fossil fuels / …]; Investment Restrictions / Exclusions [long text].</li><li><em>Rebalancing &amp; income</em> — Rebalancing Policy [dropdown: Interval-based / Drift/threshold-based / Cash-flow based / Manual/as needed]; Rebalancing Threshold [dropdown: 3% / 5% / 10% / 15%]; Dividend/Distribution Preference [dropdown: Reinvest / Pay out to cash / Case-by-case].</li><li><em>Investment Policy Statement</em> — Investment Policy Statement (IPS) On File [choice: Yes / No]; IPS Effective Date [date].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Financial Advisors. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Financial Advisors client workflow — risk profile &amp; investment policy.</p>"
  },
  {
    "grp": "fsr",
    "title": "Accounts, Custody & Authority",
    "findTitle": "Accounts, Custody & Authority",
    "category": "Financial Services",
    "cover": "financial-accounts-cover.png",
    "desc": "<p><strong>Accounts, Custody &amp; Authority</strong> — Update / setup form (auth-only) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>Where assets are held and what we’re authorized to do — references and names only, never account numbers or login credentials.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Where assets are held</em> — Custodian(s) of Assets [long text]; Account Types Held [multi-select: Taxable brokerage / Traditional IRA / Roth IRA / 401(k)/Workplace plan / SEP/SIMPLE / …]; Workplace Plan Provider [short text]; Held-Away Accounts Present [choice: Yes / No]; Account Identifiers (reference only) [short text].</li><li><em>Authority</em> — Discretionary Management Authorization [choice: Yes / No / Account-specific]; Trading Authorization (LPOA) Status [dropdown: Not required / Draft / Sent / Active / Revoked / …].</li><li><em>Cash management</em> — Cash Reserve Target [number]; Cash Sweep Preference [dropdown: Default sweep / High-yield sweep / Money market fund / Manual].</li><li><em>Concentration &amp; restrictions</em> — Concentrated Position(s) Present [choice: Yes / No / Unknown]; Concentrated Position Notes [long text]; Employer Securities Restrictions [multi-select: Blackout windows / Pre-clearance / Short-swing rules / Insider status / None / …].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Financial Advisors. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Financial Advisors client workflow — accounts, custody &amp; authority.</p>"
  },
  {
    "grp": "fsr",
    "title": "Compliance, Estate & Engagement",
    "findTitle": "Compliance, Estate & Engagement",
    "category": "Financial Services",
    "cover": "financial-compliance-cover.png",
    "desc": "<p><strong>Compliance, Estate &amp; Engagement</strong> — Update / setup form (auth-only) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>Required disclosures, your estate snapshot, and the engagement terms for our work together — recorded for the file.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Regulatory disclosures</em> — Regulatory Disclosures Delivered [multi-select: Form CRS / ADV Part 2A / ADV Part 2B / Advisory Agreement / Privacy Notice]; Disclosure Delivery Date (latest) [date]; Accredited/Qualified Investor Status [dropdown: No / Yes / Unsure]; Interest in Alternative Investments [multi-select: Real estate syndications / Private equity / Private credit / Hedge funds / Commodities / …].</li><li><em>Estate &amp; giving</em> — Charitable Giving Strategy [multi-select: Ad hoc cash gifts / Recurring gifts / Appreciated securities / Donor-advised fund / Planned giving / …]; Estate Planning Documents Snapshot [multi-select: Will / Revocable trust / Financial POA / Healthcare directive / Beneficiary designations updated / …]; Beneficiary Review Due Date [date].</li><li><em>Engagement &amp; fees</em> — Advisory Fee Arrangement [dropdown: AUM percentage / Flat subscription / Hourly / Project-based / Commission / …]; Advisory Fee Rate / Tier [short text]; Billing Frequency (advisory) [dropdown: Monthly / Quarterly in advance / Quarterly in arrears / Semiannual / Annual]; Performance Reporting Cadence [dropdown: Monthly / Quarterly / Semiannual / Annual / On request]; Client Portal / Reporting Link [short text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Financial Advisors. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Financial Advisors client workflow — compliance, estate &amp; engagement.</p>"
  }
]