Client Guides
Communicate your advice exactly how each client needs.
Build deliverables that match the exact depth your client needs for whatever conversation you’re having. Choose from over 50 components, drag-and-drop, build templates or on the fly, and deliver as a pdf or direct in the client portal.
Guides make your advice easier to act on.
Guide types
Create a Guide for any conversation.
Build a full household Guide or a focused deliverable for one topic, meeting, or decision. Create as many as each client needs.
Do I have enough liquidity?
Emergency Fund
1 month of spending
$15.5k of $16.7k
$100 of $144 /mo
Liquidity Buffer
5 months of spending
$38k of $100k
$650 of $1,102 /mo
What cash do I have access to?
$269,413
Bank Accounts
$65,000
24.1% · Checking + HYSA
Cash in Investments
$150
0.1% · Held in brokerage
Taxable Investments
$204,263
75.8% · Brokerage
Search components…
Goals
Net worth
Cash flow
Action items
Balance sheet
Investments
Taxes
Insurance
Estate
Changes
Tasks
Timeline
+ 40 more, each one live from the plan
Live components
Assemble from 50+ live components.
Pull in goals, action items, cash flow, investments, taxes, estate planning, and other planning outputs. Guides stay connected as the underlying plan changes.
Custom content
Bring in notes and images.
Add advisor-written text, screenshots, diagrams, and notes so the Guide matches how you actually explain the advice.
Custom block
Client-visible
“Here’s the concentration we flagged — two tickers are 38% of the joint brokerage.”
Added by you · shows in the Guide and the PDF
“Cash Flow Summary template: cash flow, debt, tasks. Every block should earn its place.”
Net worth
Review date
Cash Flow Map
Savings
Debt
Changes
Open tasks
Applied template — 7 rows, 9 components
Templates and Dora
Start from a template or ask Dora to draft one.
Use a saved template, build from scratch, or have Dora create a first draft from the client context in the same workflow.
Client delivery
Deliver live, in the client portal, or as a PDF.
Present live in front of clients, or export and send as a branded PDF, or add it to their list of Guides they can view in their client portal.
Annual Review Guide
Live in portal
Client portal
Updates when the plan changes
✓
Increase 401(k) deferrals
Checked off by client
Fund the Roth IRA
Export PDF
Letter size · your logo and disclosures
Guide examples
Guide examples you can build.
Annual review
Show progress, updated planning context, and the new Changes to be made.
Prospect meeting
Quickly show prospects exactly what you'll do for them.
Meeting summary
Send the client home with the decisions, notes, and follow-up.
Focused plan
Explain a specific topic like liquidity, tax, insurance, or retirement accumulation.
Comprehensive plan
Bring the client’s full financial life into one living deliverable.
Action dashboard
Show open and completed tasks and strategic changes.
Guides FAQ
Common questions about Guides.
Build the right Guide
Build the Guide each client needs.
Start with one real household, build from actual planning work, and see whether Kerdora fits your process.