Our Comprehensive Toolkit Descriptions
Detailed insights into the practical resources offered by Smart Series Tools.
The Smart Leap Toolkit
Define Your Goals, Build Confidence.
A clarity-focused collection of worksheets, reflection prompts, and decision-making maps designed to help you define your goals, identify your next steps, and build confidence as you pursue meaningful change.
- Clarity worksheets
- Reflection prompts
- Decision-making maps
The Smart Business Plan Toolkit
Structure & Clarity for Your Business Idea.
A complete suite of business planning tools, including one-page business snapshots, offer-building templates, revenue-stream maps, and 90-day execution planners — everything you need to bring a business idea to life with structure and clarity.
- One-page business snapshots
- Offer-building templates
- Revenue-stream maps
- 90-day execution planners
The Smart Family Plan Toolkit
Organize & Protect What Matters Most.
Organize and protect what matters most with family worksheets, emergency checklists, communication templates, and legacy planning prompts that strengthen your family’s structure and preparedness.
- Family worksheets
- Emergency checklists
- Communication templates
- Legacy planning prompts
The Smart Retirement Plan Toolkit
Plan for a Confident & Intentional Retirement.
Retirement planning tools built for clarity and peace of mind. Includes lifestyle design worksheets, financial projections, income/expense snapshots, and readiness evaluations that help you plan a confident and intentional retirement.
- Lifestyle design worksheets
- Financial projections
- Income/expense snapshots
- Readiness evaluations
Social Security Optimization Toolkit
Strategic Tools for Informed Decisions.
A set of strategic tools for evaluating your Social Security claiming options. Includes comparison worksheets, timing strategy prompts, and lifetime benefit analysis guides to help you make informed decisions.
- Comparison worksheets
- Timing strategy prompts
- Lifetime benefit analysis guides
Foundational Templates & Worksheets
Core Tools for Personal & Professional Growth.
A general-access library of core planning tools, including goal-setting templates, habit trackers, personal clarity worksheets, and productivity frameworks that support any Smart Series book.
- Goal-setting templates
- Habit trackers
- Personal clarity worksheets
- Productivity frameworks
Business & Entrepreneur Resources
Build Momentum & Clarity in Your Business Journey.
Offer-building frameworks, brand clarity templates, customer understanding tools, and monthly planning documents designed to help entrepreneurs build momentum and clarity in their business journey.
- Offer-building frameworks
- Brand clarity templates
- Customer understanding tools
- Monthly planning documents
Quick-Start Guides & Bonus PDFs
Actionable Resources for Fast Progress.
Short, actionable resources that summarize key concepts, help you get started fast, and provide additional depth beyond each Smart Series chapter.
- Short summaries
- Fast-start guides
- Chapter depth PDFs