Digital Products
Our digital products are designed to support the four core pillars of our firm: Leadership Development, Business Fundamentals, Financial Literacy, and Personal Development. Each product is a practical tool or resource you can use immediately to grow in these areas, whether you’re looking to strengthen your leadership skills, sharpen your financial knowledge, streamline your business, or invest in your personal growth.
Full Digital Products Menu
(All products delivered in PDF, Excel, or Word formats. Custom branding available upon request.)
Business & Operations
Standard Operating Procedures (SOP) Templates – $47
Business Plan Template – $57
SWOT Analysis Worksheet – $17
Project Management Checklist – $27
Meeting Agenda & Minutes Template – $17
Business Pitch Deck Template – $67
Client Onboarding Packet Template – $47
Invoice & Receipt Templates – $27
Proposal & Contract Templates – $47
Business Budgeting Spreadsheet (start-up, monthly, annual) – $37
Cash Flow Forecasting Sheet – $27
KPI & Metrics Dashboard (Excel/Google Sheets) – $57
Financial & Wealth-Building
Personal Budget Template – $17
Business Budget Template – $27
Debt Payoff Tracker – $27
Net Worth Tracker – $27
Emergency Fund Planner – $17
College Savings Calculator – $27
Retirement Planning Calculator (with charts) – $47
Investment Portfolio Tracker – $37
Policy Review Checklist – $17
Estate Planning Workbook – $47
Insurance Needs Analysis Worksheet – $27
Tax Preparation Checklist – $17
Annuity vs. IUL Comparison Chart – $27
Leadership & Personal Growth
Leadership Development Workbook – $57
Goal-Setting Worksheets (SMART goals, reverse engineering) – $27
Habit Tracker – $17
Daily/Weekly Planner Pages – $17
Productivity Templates (Eisenhower Matrix, Pomodoro tracker) – $27
Time Blocking Calendar Templates – $17
Emotional Intelligence Self-Assessment – $27
Stress Management Toolkit – $37
Personal Development Journal (reflection prompts) – $27
Confidence Building Exercises PDF – $27
Public Speaking Checklist – $17
Networking & Relationship Tracker – $27
Career & Professional Growth
Resume Templates (professional, creative, federal/military) – $37 each / $97 bundle
Cover Letter Templates – $27
LinkedIn Profile Optimization Guide – $37
Career Development Plan Template – $37
Skills Gap Analysis Worksheet – $27
Interview Prep Question Bank & Answer Frameworks – $47
Salary Negotiation Script Guide – $27
Professional Portfolio Template – $47
Marketing & Branding
Social Media Content Calendar Template – $37
Brand Identity Workbook (colors, fonts, messaging) – $57
Elevator Pitch Worksheet – $27
Marketing Funnel Map – $47
Email Newsletter Template – $37
Lead Magnet Template (checklist/e-book style) – $47
Client Persona Worksheet – $27
Content Creation Planner – $37
Website Copywriting Starter Kit – $57
Training & Learning Resources
Training Slide Deck Templates (PowerPoint/Canva) – $67
Infographics Pack (leadership, finance, IT basics) – $47
Quick-Reference Sheets (acronyms, financial formulas, frameworks) – $27
Case Study Exercises with Solution Guides – $57
Learning Module PDFs (step-by-step lessons) – $67
E-Book Guides (finance, leadership, business topics) – $97
IT & Technical Resources
Cybersecurity Best Practices Checklist – $27
IT Onboarding Checklist – $37
Password Management Policy Template – $27
Remote Work Setup Guide – $37
Data Backup Schedule Template – $27
Incident Response Plan Template – $57
Software & Hardware Inventory Tracker – $37
Troubleshooting Flowchart (Help Desk style) – $27
VPN & Remote Access User Guide – $47
Client Experience & Recognition
Certificates of Completion (for trainings/programs) – $17
Achievement Badges (digital for LinkedIn/resumes) – $17
Progress Tracker Sheets (leadership, business, finance) – $27
Personalized Action Plans (delivered PDF) – $57
Digital Workbooks (custom exercises) – $47
Recorded Training Session Access – $97
Curated Resource Library (bundled links, guides, downloads) – $147
Bundling
Bundles (3–5 products): $147–$297
Full Resource Library Access: $497+