You are Susan. Your parents, Robert and Elaine, spent a few sessions with Linda, your Kina specialist. This is what you get at the end: their financial picture, in one place.
Each window of the house is one area of their financial life. Choose a window, then any item, for plain answers: how much, when, where it goes, and who to call.
Tap When the day comes for a calm path, made from their own file: what to do first, what to bring, and who to call.
Switch the view at the top to see what Robert and Elaine see. They decide two things for each person: whether you see their income, and who gets what (the will, the trust and beneficiaries). Everything else is always shared.
Kina does not connect to banks or hold money. It keeps what your parents have, where it is, and who to call.
