Intake

Fill during or after the first call. Nothing is stored until you export the client file. No passwords, ever.

Client

Full name

Preferred name

Spouse / partner (if included)

Referred by

Notes from the first call

Timing

Access-end date work email and systems switch off

Device return date

Transition or consulting period after that date?

Today's setup Personal email in real use what do they give people when it is not work

Who manages passwords, renewals, devices, travel?

Is that person continuing?

How merged are work and personal? documents on work machines, accounts on the work address

The people and the information Who else should be considered Where do the photographs live, as best they know

What is changing New roles or exposure in retirement boards, advisory work, a public profile, travel The one thing they would least want to lose or be locked out of

Scoping

Entanglementhow much of life runs through the employer3

Client fluencyhow much they can comfortably do themselves3

Household size in scope1

Exposurevisibility, boards, public profile, wealth in the news2

Recommendation

Considered

$7,500 band

Reasoning

Override

Situation summary

Drafted from the answers above. Edit freely; this travels in the file and seeds the proposal.

The export is the save. The file never contains passwords or secrets.