What information does the Client Site Organizer page contain?

• A. Accounts, property, family & friends
• B. Investment accounts
• C. Accounts, property, family & friends, income, expenses, savings, and financial priorities
• D. Insurance policies

Answer: (C)

A complete financial snapshot is the idea behind the Client Site Organizer page. It’s designed to gather and display seven key areas that together give a full view of a client’s finances: accounts, property, family & friends, income, expenses, savings, and financial priorities. This mix lets a planner see what assets exist (accounts and property), who matters for planning (family & friends, such as beneficiaries), how money comes in and goes out (income and expenses), how savings are tracking, and what goals should guide decisions (financial priorities). The other options miss important pieces—focusing only on investment accounts, or only on insurance, or leaving out expenses, savings, or priorities—so they don’t describe the page as accurately as the comprehensive set.