Command Center

Welcome back, Sarah

Total Balance

+2.4%

$1,248,390.45

Monthly Income

+5.1%

$87,450.00

85%

Monthly Expenses

+1.8%

$42,890.32

65%

Legacy First™ Summary

Legacy Alignment Score:78%

75%

Lifestyle

65%

Legacy Fund

80%

Growth

70%

Impact

60%

Protection

PredictPro

Last updated: Today

Forecast Accuracy

92%

ValuePro

Last updated: 2 days ago

Business Value$4.2M

3-Month Trend+8.5%

TaxPro

Last updated: 5 days ago

Q3 Estimated Tax

$24,850

Due Date

Sep 15, 2023

65% of annual liability

Tax Calendar

2 upcoming

PlanPro

Last updated: Yesterday

Revenue Goal$1.2M / $1.5M

Client Acquisition18 / 25

Profit Margin22% / 25%

EstatePro

New

Last updated: 1 week ago

Succession Readiness

80%

Estate Value

$5.8M

Will

Finalized

Revocable Trust

Finalized

Irrevocable Trust

In Review

One trust is not yet finalized—review now.

Legacy Reflection

✦

"How would you like to be remembered?"

Your legacy is more than financial assets. It's about the impact you leave and the values you pass on.

Recent Transactions

Date	Description	Category	Amount	Status
Aug 15, 2023	Office Rent Commercial Property	Business Expense	-$4,500.00	Completed
Aug 14, 2023	Client Payment Acme Corp	Revenue	+$12,750.00	Completed
Aug 12, 2023	Charitable Donation	Donation	-$2,500.00	Completed