　26 — Wealth Clarity Session

〇26 | Circle 26

Wealth Clarity Session · Report Generator

Client Details

Domain Scores

Session Context

Generate Report

Client Information

Enter the basic details from the session. These will appear in the report header and be used to personalise the findings.

Client / Family Name

Primary Contact

Contact Role / Title

Session Date

Facilitator Name

Approximate Wealth Level

Client Profile Type

Domain Scores — Two-Axis Model

For each domain, set two scores: Complexity (C) — how inherently complex is this domain regardless of governance (0–5), and Maturity (M) — how well that complexity is governed and documented (0–5). The Gap between them drives findings and priorities. Add session observations in the notes field.

CI · MI · Gap

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No scores entered

Score each domain on Complexity (C) and Maturity (M) to calculate your profile

Session Context & Observations

Capture the broader session observations. These inform the executive summary, the framing of risks, and the readiness verdict. Be candid — this is internal input only.

Primary Pain Point (in the client's own words)

Where They Feel Most Exposed or Disorganised

Key Themes From the Session

Facilitator's Overall Impression

Anything Else Relevant to the Report

Generate Report

Review the summary below, then generate the full Wealth Clarity Report. The AI will apply the scoring model, run the insight engine logic, and draft the complete report in Circle 26's voice. Review and download.

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Ready to generate

All inputs are staged. Click Generate to produce the full Wealth Clarity Report draft.