Click the Add a Household button;

Designate the Type of Household (Client, Prospective, Sample or Stencil);
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» A "Stencil" is a custom stencil overlay which you would create with these steps.
» A "Sample" is a demonstration Asset-Map that you create to give to clients, prospects, or use in group settings, to introduce them to the Asset-Map process.
» A "Prospective" is a household that, in the sales process is not yet your client.
» A "Client" purchases services or products from you.
» These statuses can be changed at any time after the household is made.

Enter general Household information and specific Member and Legal Entity information;

Then apply financials (use a Stencil and/or add financials individually)