[
  {
    "grp": "fsr2",
    "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": "fsr2",
    "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>"
  }
]