Household review packet
Assemble the annual household review packet from reconciled accounts, last review's commitments and open items, with unconfirmed items named instead of estimated.
- Industry
- Financial and Insurance Advisory
- Team
- Client services
- Use case
- Documents and evidence
- Tags
- Client reporting
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 2 embedded blocks: Chart: Accounts ready for the review packet (c-accounts-waterfall); KPI: Accounts reconciled for the review (k-reconciled) · Requires sign-in
Overview
What this template supports
A review packet for the lead adviser that is shared with the household after review. It opens with the meeting agenda, lists every account with its reconciliation status, carries last review's commitments, names each open item with an owner and keeps a task list of questions for the meeting. It includes live Dashboards blocks for accounts ready for the packet and accounts reconciled.
- Agenda steps with packet readiness
- Accounts table with reconciled badges
- Live accounts waterfall and reconciled count
- Last review commitments checklist
- Open-item callout: listed, not estimated
- Questions for the meeting task list
How to use this template
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List every account with its source document
Add each household account, its type and the custodian or provider document the packet uses, and mark it reconciled only when the document matches the record.
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Name each open item instead of estimating it
For every account that is not reconciled, write the reason, the owner and the next step, and leave out any estimated balance.
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Carry last review's commitments and the meeting questions
List each decision from the last review with its owner and status, then add the questions and follow-ups for the meeting before the lead adviser reviews the packet.
Frequently asked questions
What does the packet show for an account that is not reconciled?
It lists the account as open with the reason, the owner and the next step. It never shows an estimated balance.
Does the packet give investment, tax or legal advice?
No. It reports the state of accounts, documents and service work. Analysis and recommendations are the lead adviser's, given at the meeting.
What does Household review packet help me do?
Assemble the annual household review packet from reconciled accounts, last review's commitments and open items, with unconfirmed items named instead of estimated.
Who reads and maintains this page?
Lead adviser; shared with the household after review. The lead adviser reviews it.
When is the page ready to share with the client?
Shared with the household only after the lead adviser has reviewed it and every unreconciled account is listed as open with an owner and no estimate.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.