ROUTE Dashboard
Purpose Driven Wealth Strategies — Plan Implementation
Active Clients in ROUTE
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No clients yetROUTE Progress Summary
Binders Ready to Deliver
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None ready yetAll Clients
All clients currently moving through ROUTE implementation
| Client | Phone | Assigned To | ROUTE Progress | Won Date | Actions |
|---|
Add Client to ROUTE
Add a client who has agreed to move forward with their ROUTE Plan
New Client
This client will appear in the shared ROUTE dashboard for all advisors
Client Information
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Advisor Notes
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What to Expect
Client-facing ROUTE overview
ROUTE Implementation Guide
Your complete internal reference for all 5 areas of the holistic retirement plan
R · O · U · T · E
Risk · Optimized Income · Unplanned Health Events · Taxes · Estate Planning
Every client goes through all 5 areas. The level of detail depends on their individual needs and situation. The Final Plan Binder is delivered when all areas are complete.