Your Financial Blueprint is your household’s own record of where it stands today, in your own words. Find it at Toolkit → Financial Blueprint, also linked from Documents.
The Blueprint is a record of what your household said. It is not a financial plan, and it does not tell you what to do.
One Blueprint Per Household
Your household shares one Blueprint. Every question is optional, each section saves on its own, and each section shows how many of its questions are answered. You can change an answer at any time.
The sections are Contact Basics, Family & Vision, Income, Cash Flow, Assets & Liabilities, Goals & Priorities, Protection & Insurance, Household Members, Business & Estate, and Mindset & Fit.
Household Members
Household Members records who is in your household: relationship, name, sex, and date of birth, plus an email address for a spouse or partner.