My Household Dashboard

Thursday, July 24, 2026 · Martinez Family

CM

What Needs Attention

Priority items requiring your review or action

  • Homeowners Policy Renewal

    High

    Your policy renews in 18 days. Review coverage before auto-renewal.

  • Review Beneficiary Information

    High

    Life insurance beneficiary has not been reviewed since 2021.

  • Annual Planning Review

    Medium

    Your scheduled annual review with Sarah Chen is overdue.

  • Documents Still Needed

    Medium

    3 documents are pending upload for your life insurance file.

  • Medicare Enrollment Window

    Low

    Open enrollment closes November 7. Review your plan options.

Upcoming Deadlines, Renewals & Appointments

Next 90 days

  • Homeowners Policy Renewal

    Renewal

    Aug 12, 2026in 18 days

  • Annual Review — Sarah Chen

    Appointment

    Aug 15, 2026in 21 days

  • Vehicle Registration

    Renewal

    Sep 3, 2026in 40 days

  • Estate Plan Review Due

    Due Date

    Sep 15, 2026in 52 days

  • Medicare Enrollment

    Appointment

    Oct 1, 2026in 69 days

  • Tax Document Reminder

    Renewal

    Oct 28, 2026in 96 days

My Household Plan

Goals, priorities, and life events

Plan Progress

56%overall

x
Household Goals
4
Completed Goals
2
Priorities
3

Active Goals

  • Save for Emma's College68%
    x
  • Review & Update Estate Plan20%
    x
  • Increase Retirement Savings55%
    x
  • Pay Off Our Home Before Retirement82%
    x

Life Events

  • College for Emma (age 14)

    Target: 2028

  • Buy Vacation Home

    Target: 2032

  • Business Expansion

    Target: 2035+

Household Navigator

Your guide for organizing your household, coordinating professionals, and helping you know what comes next.

SC

Sarah Chen

Household Navigator

Meridian Insurance Group

Sarah coordinates all services for your household — managing tasks, scheduling reviews, tracking documents, and connecting you with the right advisors. She is your primary point of contact.

Open Tasks
6
Messages
3
Next Meeting
Aug 15
Response Avg
< 4 hrs

Open Tasks & Service Requests

3 tasks · 3 requests

My Tasks

  • Upload current mortgage statement

    Due Jul 28, 2026Pending

  • Review homeowners renewal quote

    Due Aug 10, 2026In Progress

  • Sign updated beneficiary form

    Due Aug 5, 2026Pending

My Service Requests

  • Beneficiary Update Request

    Due Aug 5, 2026In Progress

    Assigned: Sarah Chen

  • New vehicle — 2026 Honda CR-V

    Due Jul 30, 2026Pending

    Assigned: Maria Torres

  • Medicare Question — Supplement Plans

    Due Aug 15, 2026Pending

    Assigned: Navigator

Household Planning Overview

Overall status by category

  • Review Needed

    Insurance & Protection

    • Homeowners · Renewal Due
    • Auto · Current
    • Umbrella · Current
    • Life · Beneficiary Needed
  • On Track

    Finances

    • Emergency Fund · 68%
    • IRA · On Track
    • Mortgage · Current
    • Investments · Active
  • Review Needed

    Legacy

    • Will · 2019 — Needs Update
    • Trust · Not Established
    • POA · Current
    • Beneficiaries · Outdated
  • In Progress

    Household Planning

    • Annual Review · Overdue
    • Goals · 4 Active
    • Life Events · 3 Planned
    • Documents · Gaps

Documents Needing Attention

Missing, pending, expiring, or requiring review

  • Missing

    3
    • Current Mortgage Statement
    • 2025 Tax Return
    • Social Security Card — Maria

  • Waiting for Verification

    2
    • Updated Will (2024)
    • Vehicle Title — CR-V

  • Documents Expiring Soon

    1
    • Passport — Carlos (expires Aug 2026)

  • Needs Your Review

    2
    • Homeowners Policy Declaration
    • Life Insurance Summary Sheet

Professional Team

Your professional advisors and specialists

  • SC

    Sarah Chen

    Household Navigator

    Meridian

    s.chen@meridian.com

  • JP

    James Park

    Financial Advisor

    Summit

    j.park@summit.com

  • LW

    Lisa Wong

    Insurance Advisor

    Meridian

    l.wong@meridian.com

  • RK

    Robert Kessler

    Estate Attorney

    Kessler Law

    r.kessler@kesslerlaw.com

  • PS

    Priya Sharma

    Tax Professional

    ClearPath CPA

    p.sharma@clearpath.com

Household Members

Martinez Family · 4 members

  • CM

    Carlos Martinez

    Head of Household

    Age 58

    ReadinessOn Track

  • EM

    Elena Martinez

    Spouse

    Age 55

    ReadinessReview Needed

  • EM

    Emma Martinez

    Dependent

    Age 14

    ReadinessNot Started

  • LM

    Luis Martinez

    Dependent

    Age 11

    ReadinessNot Started

Your Household Progress

Overall preparedness across protection, finances, and legacy

Household Protection Score

49/100

Your household is making steady progress.

Foundational coverage is in place, but major gaps remain across your household.

x

Started: 22Current: 49Target: 79

  • Fact 01Health & Life

    Disability inncome Insurance on file

    Not currently on file for your household

    SCORE: +5 (+15 in-category)

  • Fact 02P&C

    Homeowners Policy

    No policy document uploaded for verification.

    SCORE: +4.8 (+15 in-category)

  • Fact 03P&C

    Disability Insurance

    No disability income coverage on file.

    SCORE: +3.8 (+15 in-category)

Page 1 of 3

What's Helping Your Progress

Each factor reflects a different type of gap in your household readiness. Missing information is not treated as a confirmed coverage gap — it simply means data is needed.

  • Needs Verification(3)

    Items submitted but not yet confirmed

  • Missing Information(2)

    Known gaps reviewed with your advisor

  • Recommended Next Step(3)

    Non-critical enhancements to consider

  • Recommended Next Step(3)

    Non-critical enhancements to consider

  • Recommended Next Step(3)

    Non-critical enhancements to consider

Recent Activity

Your household timeline

  • Completed

    Uploaded updated auto insurance declaration

    2h ago
  • Document Updated

    2025 Property Tax Statement added to documents

    Yesterday
  • Review

    Annual review rescheduled to Aug 15 with Sarah

    2d ago
  • Request

    New vehicle request submitted — 2026 Honda CR-V

    3d ago
  • Household Change

    Emma Martinez profile updated — grade 9

    5d ago
  • Coverage Update

    Umbrella policy renewed through Oct 2027

    1w ago
  • Task Completed

    Beneficiary review reminder acknowledged

    1w ago

How can we help today?

Let your team know what you need

Select a category below or open a blank request — your Navigator will route it to the right professional.