Tooltip: Basic contact and goal information. These fields identify the client record and help LifeArch build the correct financial architecture.
Tooltip: List the things and costs that will make up your future lifestyle. Example: house, car, travel, family support, business, giving, savings, and investments.
Tooltip: Current monthly numbers. If income changes, use the lowest reliable amount you usually receive.
Tooltip: List house, car, insurance, all debts, investments, savings, income sources, expenses, business assets, and properties here. These rows drive the ledger, reconciliation schedule, projections, and dashboard metrics.
Tooltip: These answers help LifeArch recommend income ideas that fit your real skills, work history, and interests.
MxChat