AW Client Report Portal

Household

Client 1 name

Date of birth

Last 4 SSN

Married / joint household

Client 2 name

Date of birth

Last 4 SSN

Static values that rarely change quarter-to-quarter

Monthly inflow (after tax)

$

Monthly outflow (agreed budget)

$

Private Reserve target override

$

Leave blank to auto-compute

Used to compute the Private Reserve target

$

Usually the client's primary residence (updated quarterly from Zillow)

Property address

Current Zillow value

$

Static account structure. Quarterly balances are entered when generating a report.