Tools & Products for Strategic Financial Planning

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What it is: A downloadable PDF workbook that walks clients through clarifying their legacy goals, identifying key heirs, documenting personal wishes, and organizing essential info.
Use case: Ideal for clients preparing to create a trust or estate plan.
Includes:

• Legacy vision worksheet
• Heir designation chart
• Family values and mission prompts
• Asset and liability inventory
• Emergency contacts & passwords page

What it is: A digital guide + fillable decision tool that helps clients understand the differences between LLCs, S-Corps, C-Corps, nonprofits, and trust-owned businesses.
Use case: For entrepreneurs, small business owners, or those restructuring for asset protection or legacy purposes.
Includes:

• Side-by-side comparison table
• Risk vs. benefit guide
• Tax structure cheat sheet
• Visual “Blueprint” for entity mapping

What it is: A 2-in-1 toolset that educates trustees on their responsibilities and provides a checklist for families to ensure their legacy plan is complete and updated.
Use case: For trust creators, trustees, or heirs.
Includes:

• Trustee role guide
• Key compliance & ethical checklists
• Annual family legacy checklist
• Succession readiness review

What it is: A premium downloadable guide  that introduces the foundations of building, protecting, and transferring wealth across generations.
Use case: Entry point to upsell consulting or invite to your Legacy Bootcamp or Trust services.
Includes:

• 5 pillars of generational wealth
• Protecting assets with legal structures
• Avoiding common family wealth pitfalls
• Philanthropy + legacy alignment

What it is: A bundle of templates and simple SOPs (standard operating procedures) for entrepreneurs to organize and manage their back-end business systems.
Use case: For small businesses, consultants, or legacy-focused entrepreneurs.
Includes:

• Monthly budget + cash flow tracker
• Financial reporting SOP template
• Compliance calendar
• Client intake form template

What it is: A plug-and-play spreadsheet or digital tracker that helps business owners stay on top of key financial, legal, and reporting deadlines.
Use case: Perfect for entrepreneurs and small business owners who need a simple way to stay organized and avoid costly penalties or lapses in compliance.

Includes:

• Annual compliance calendar (federal, state, and internal)
• Tax filing and renewal reminders
• Report submission due dates (e.g., annual reports, BOI filings, EIN renewals)
• Licensing renewal tracker
• Business credit & financial task checklist
• Trust maintenance and trustee reporting deadlines (if applicable)