Hello, Sarah

Assets and liabilities

Secure document center

Secure Vault

Folders

Document library

Selected folder

Tax

Goal planning

Household goals

Planning dashboard

Active financial goals

Track every goal, funding assignment, and open planning scenario in one place.

Know your numbers

Budgeting

Annual household flow

$0 net

Waterfall

Where the money goes

Household profile

Profile

Primary client

Personal details

SM
Profile photo Optional. Upload a clear headshot if you would like one shown on your profile.
Risk tolerance Last completed: Never

Household address

Address

Security & access

Account protection

A quick view of login safety, access history, and device settings.

2-step verification Required Required on every client account.
Last login May 6, 2026 at 10:14 AM Chrome on Windows near Nashville, TN.
Trusted devices 2 active Review or remove devices if something looks wrong.
Login alerts On Email alerts for new device sign-ins.
Password last changed Apr 30, 2026 Advisor can start a reset if needed.

Advisor access

Dashboard access

Advisor-only login controls. Clients do not see this section.

Advisor only

Business planning

Business

Entity

Business profile

How is your business currently structured / taxed? Not sure Your advisor can help confirm whether this should be updated after reviewing entity documents and tax returns.

Cash flow

Bookkeeping

Future QuickBooks-style business tracking and planning.

Documents

Business vault

Business records, tax files, and planning documents.

Quarterly payments

Estimated Taxes

Quarterly estimates

This tab is helpful for tracking quarterly estimated payments.

Equity compensation

Equity Compensation

Equity profile

Company and award type

A simple place to track public or private company equity, award type, and grant details.

Grant tracker

Equity grants

Track grant date, vesting, strike price, share count, expiration, and notes.

Planning watchlist

Equity planning items

Tax timing Concentration risk Expiration dates Vesting schedule AMT exposure Liquidity event planning

Advisor controls

Customize client hub

Advisor assignment

Responsible advisor

Choose who owns this household relationship inside Flames.

Client overview

Your advisor card

Choose which advisor details show on the client-facing Overview page.

Household tabs

Add extra tabs

Client overview

How Flames is helping you

Choose which value items show on this household's client-facing Overview card.

Business page

Business profile

Choose the structure that appears on this household's client-facing Business page.

Equity compensation

Equity profile

Choose what equity compensation details appear on this household's client-facing Equity Compensation page.

Scheduling

Meetings

Book meeting
Prev May 2026 Next

Available times

Thursday, May 14

9:00 AM 10:30 AM 1:00 PM 3:30 PM

Advisor CRM

Notes, updates, and follow-ups

New record

Add a note or client update

Activity

Timeline