Goals, Cash Flow & Tax Profile — Update / setup form (auth-only) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The planning detail behind your goals — savings, reserves, taxes, and income in retirement — recorded for your plan.

What it collects (by section):

• Targets & timeline — Target Retirement Age (if applicable) [number]; Monthly Savings Target [number]; Estimated Net Worth Band [dropdown: <250k / 250-499k / 500-999k / 1-2.9M / 3-4.9M / …].
• Reserves & liquidity — Emergency Fund Coverage (months) [dropdown: None / <1 / 1-3 / 4-6 / 7-12 / …]; Expected Liquidity Needs (12 mo.) [dropdown: None / Low / Moderate / High / Unsure].
• Tax profile — 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].
• Retirement income — 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].

Form type: Update / setup (up), auth-only. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: Financial Advisors client workflow — goals, cash flow & tax profile.