Strategy
Strategy review status for each client.
| Client | Service | Planning categories | Review status |
|---|---|---|---|
| Marcus Sterling | Individual + Business | Business owner, Real estate | Scheduled |
| Priya Nair | Individual | W-2 household, Education | Not started |
| Delgado Holdings LLC | Business | S-Corp, Payroll | In review |
| Jordan & Kim Park | Individual | Retirement | Not started |
| Elena Brooks | Self-employed | 1099 contractor, Home office | Delivered |
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.