Let me know how it goes, @jdjackson.
On a related note, I made that Budget Builder sheet for myself and it is pretty inscrutable. I was surprised a few days ago to get a call from my financial advisor with some really detailed questions about how line items were mapping from that sheet into my budgets (and from there to our financial plan). I was impressed that they had gone so deep unsolicited. I know how it works because I built it but I guess the professionals are wired to understand this stuff intuitively.