Saves to localStorage under lp_case_<slug>. Load it from any planner.
Select which reports to generate. Each opens as a print-ready HTML document with a Print / Save as PDF button in the top-right corner — click that button in each tab to send to the printer. All client reports include compliance disclaimers and Important Disclosures footers.
Include detail-table appendices for these gear strategies:
Year-by-year income vs. expense, shortfall analysis, phases.
Source-account → destination-bucket flow diagram with assignment table and wrapper-integrity disclosure.
Baseline vs. Optimum + 11 sensitivity scenarios. Auto-runs when you click Generate.
A simple, jargon-free walk-through of how every bucket and the tax plan are decided — written for any reader (about a 5th-grade reading level).
One landscape page: the “one big pot” of Modern Portfolio Theory against the seven engineered buckets of the Engineered RLP™ Way, closing with lifetime taxes saved and the larger estate left to family. Opens in its own window for printing.
One portrait page, two stacked bars: today’s investable portfolio as a plain gray 60/40 next to the same money re-engineered into the seven Engineered RLP™ buckets, in full color, climbing from the Tax Plan to Unrestricted. Opens in its own window for printing.
Internal working documents for the advisor — no compliance footers. Excel files include live SUM / AVERAGE formulas so you can tweak inputs in-spreadsheet and watch totals recompute. The Variables Summary is a one-page printable list of every input field captured for this household, useful for case audits and second-advisor handoffs.
Sync to HubSpot
(advisor-only · pushes this household to HubSpot)
Pushes this household's accounts, income, expenses, insured policies, liabilities and allocation buckets to HubSpot. You'll see a dry-run preview of exactly what will be created or updated before anything is written. Re-syncing updates in place — no duplicates.
Check for changes reads HubSpot and reports what a person edited there since your last Sync — it never writes anything. (Writing those edits back into ERLP is a later step.)
Per-year RMD, conversion, tax owed, IRMAA, NIIT, state, LTCG breakdown for every selected strategy + scenario comparison sheet with live SUM totals.
Tax-Man grid, bucket NPV / FV inputs and outputs, longevity ladder schedule, billable-accounts detail with fee-percent + annual-fee columns. Editable in Excel.
Year-by-year income lines, expense lines, net cashflow, and running portfolio balance with column-totals as live SUM formulas.
Line-items-as-rows × years-as-columns with live subtotal formulas: itemized income / expense / tax breakdown (Gross → Total Out → Net Cash), plus Taxes & MAGI, Balances & Accounts, and an Assumptions snapshot. The deepest working model available.
One-page printable document listing every input variable captured for this household: identity, balances, income streams, expenses, accounts, estate plan, slider settings, gear strategy. Perfect for case audits.
Per-account fee schedule: billable vs. non-billed accounts, fee % and annual fee per account, with the household Net Rate in the footer. Same table as the SitRep expense-grid Net Rate popup. Never appears in a Client Report.
Fully-expanded breakdown of every receiving account and sleeve: which source accounts fund it (with $ and %) and which investments it holds. Opens an Excel workbook (By Account, By Sleeve, Trade Instructions) and a printable PDF.
Actionable execution sheet: per receiving account, the source accounts to move in and the investments to buy / contracts to purchase. Annuity & LTC rows show as "Purchase"; Cash Reserves as "Hold". Opens a printable PDF.
The formatted Trade Map flow report: cover, source-to-sleeve flow diagram, source & destination columns, and the by-sleeve / custodial breakdowns. Same document as the Trade Map's Print / PDF button. Opens a printable PDF.
Injects the current case data into the real Master SitRep .xlsm you select (it stays untouched on the Z: drive) and downloads a client copy: same colors, Page-Break view, Drops-sheet dropdowns, conditional formatting, VBA macros, and all 273 As-Is formulas, recalculated from the injected inputs on first open.
First time: when you click Generate, a file dialog opens — browse to and pick the master template: …\Situation Reports (SitReps)\2026Q2.3 Master SitRep.xlsm
Your choice is remembered, so later exports skip the dialog. Use
to switch to a new quarterly master.
