[
  { "grp": "fsx", "title": "Schedule a Free Financial Consultation", "findTitle": "Schedule a Free Financial Consultation", "category": "Financial Services", "cover": "financial-x-consult-cover.png",
    "desc": "A lean, low-friction public lead-generation intake for financial advisors and planners — the two-minute front-door form a prospect fills out to request a no-obligation consultation. Three short sections capture who they are, the kind of advisory relationship they're looking for, and their goals and time horizon, with only an email and the relationship type required so it stays effortless while still arriving with enough context to triage. Fiduciary-aware: a hero and footer state that submitting is not investment advice and that no advisory relationship begins until a signed agreement, and warn against entering Social Security or account numbers. Refined Atelier styling (warm neutral paper, high-contrast display headline, plate-framed card) makes first contact feel trustworthy. Deploy it on a public landing page or embed it, then wire your own intake automations." },
  { "grp": "fsx", "title": "Retirement Readiness Questionnaire", "findTitle": "Retirement Readiness Questionnaire", "category": "Financial Services", "cover": "financial-x-retirement-cover.png",
    "desc": "A confidential, practice-area-specific public intake focused entirely on a client's retirement picture. Five sections walk through what a retirement planner needs up front: who they are and how they'd like to work together, their target retirement age and savings, where their retirement income will come from (income sources, pensions and public benefits, workplace-plan coordination, and RMD considerations), and a quick read on reserves and tax sensitivity. Bands and ranges are plenty — it never asks for account numbers or balances. A footer notes that submitting is not investment advice and no advisory relationship begins until a signed agreement. Refined Atelier styling — warm neutral paper and an elegant display headline. Deploy public or embedded." },
  { "grp": "fsx", "title": "Investor Risk-Tolerance Questionnaire", "findTitle": "Investor Risk-Tolerance Questionnaire", "category": "Financial Services", "cover": "financial-x-investorprofile-cover.png",
    "desc": "A standalone investor-profile questionnaire that gauges a client's comfort with market volatility and their preferences as an investor. Four sections move from who they are and their investment knowledge, to their risk comfort (risk profile, drawdown comfort, capacity drivers, and time horizon), to their investing preferences (model portfolio, ESG and values preferences, exclusions, and interest in alternatives), and a notes field. It produces a clean, suitability-aware risk picture on its own — ideal as a quick risk-assessment step before building or reviewing a portfolio. Fiduciary footer reminds clients it is not investment advice and to avoid sensitive data. Refined Atelier styling. Deploy public or embedded." },
  { "grp": "fsx", "title": "Annual Review Prep & Life-Change Update", "findTitle": "Annual Review Prep & Life-Change Update", "category": "Financial Services", "cover": "financial-x-annualreview-cover.png",
    "desc": "An auth-only lifecycle form clients fill out before their annual review so the meeting starts focused. Four sections capture what's changed since you last spoke (goals to revisit, any shift in income sources or income band, and tax filing status), a risk and cash-flow check (whether their risk comfort or liquidity needs have moved, plus savings targets), and the housekeeping worth confirming each year (beneficiary review due date, estate-document snapshot, and reporting cadence) — ending with topics they'd like on the agenda. References and bands only, never account numbers. Refined Atelier styling. Use it as the prep step in your annual-review workflow." },
  { "grp": "fsx", "title": "Estate, Beneficiary & Legacy Worksheet", "findTitle": "Estate, Beneficiary & Legacy Worksheet", "category": "Financial Services", "cover": "financial-x-legacy-cover.png",
    "desc": "A focused, single-purpose worksheet that captures where a client's estate planning stands and how they'd like their legacy handled. Four sections cover their estate documents and beneficiary review timing, an inventory of where assets are held (account types, custodian names, and reference-only identifiers, plus a net-worth band — names and labels only, never account numbers), their charitable and gifting intent with tax sensitivity, and a final notes field for wishes and instructions. It turns an open-ended estate conversation into an organized, reviewable record. Auth-only and fiduciary-aware. Refined Atelier styling. Use it as the estate/legacy step in your client workflow." }
]