Click the Add a Household button;

Choose Manually;

Designate the Type of Household (Client, Prospective, Sample or Stencil);
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👉 A "Stencil" is a custom overlay of financials that 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.

(The status can be changed at any time after the household is made from the Household Details page.)

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

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