Start with household setup, then move through strategy, decisions, simulation, memo, and data in that order.
Strategy is the home screen. Use Decisions for tradeoffs, Simulator for stress tests, Memo for the advisor brief, and Data for source-of-truth maintenance.
Enter the core household facts first. You can refine the rest later.
Enter the six core fields first to generate the household plan.
Add the current home value and mortgage balance next.
Create the household plan after the required facts, housing details, and any optional refinements are in place.
No active plan exists yet.