{
  "niche": "financial-x",
  "formKey": "annualreview",
  "title": "Annual Review Prep & Life-Change Update",
  "type": "up",
  "formId": "y3FqVZEfUAvjSvZM",
  "resolved": {
    "Primary Financial Goals": "3a9532b4-fef4-4980-b2e2-7e1e6fe6bc5d",
    "Goal Time Horizon": "0ba62cbb-79ef-49c7-b10c-fd2b0f59e0ab",
    "Income Sources": "ae803344-a550-46e5-ab8c-dd770751567d",
    "Annual Household Income Band": "90f67b86-96db-4ad4-ab49-53e411ba84cd",
    "Tax Filing Status (current year)": "40195c61-5dea-42f3-a82e-74bd176029d7",
    "Risk Profile Category": "b476967c-f155-424b-9da6-17107a394926",
    "Expected Liquidity Needs (12 mo.)": "117f71ef-cce2-47e0-a16b-1624bb44dbb5",
    "Monthly Savings Target": "d7b01a6c-d9c7-4c6f-a306-4caf2a06582d",
    "Beneficiary Review Due Date": "995a3477-a9fe-49c1-a5b8-948df3be1ba3",
    "Estate Planning Documents Snapshot": "0c4456ce-0e43-4363-afc0-28fdcb842f39",
    "Performance Reporting Cadence": "3fffa8f9-cd12-4fb2-8015-9054c46b6b48",
    "Financial Planning Notes (client-specific)": "781afc02-bfa7-473e-8f50-ddee7662d070"
  },
  "arranged": {
    "report": [
      "dropdown \"Goals to revisit this year\" order 2",
      "dropdown \"Goal Time Horizon\" order 3",
      "dropdown \"Any change to income sources\" order 4",
      "dropdown \"Annual Household Income Band\" order 5",
      "dropdown \"Tax Filing Status (current year)\" order 6",
      "dropdown \"Has your risk comfort changed?\" order 8",
      "dropdown \"Expected Liquidity Needs (12 mo.)\" order 9",
      "number \"Monthly Savings Target\" order 10",
      "datefield \"Beneficiary Review Due Date\" order 12",
      "dropdown \"Estate Planning Documents Snapshot\" order 13",
      "dropdown \"Performance Reporting Cadence\" order 14",
      "textarea \"Topics for our review\" order 16"
    ],
    "count": 17
  }
}