Project Roadmap

What we've built and what's coming next.

Delivered
Advisor Recap Email Template Post-meeting email generator. Saves 2-4 hours/week per advisor. Live
Life Insurance Calculator DIME methodology with present-value math. Live
Disability Insurance Calculator Group vs individual coverage with tax trap analysis. Live
Long-Term Care Calculator CareScout 2025 IL/MO data with Bucket Plan integration. Live
Income & Retirement Dashboard Year-by-year projections, RMDs, Roth conversions. Live
Asset Inventory 8-category data collection with auto bucket classification. Live
Bucket Plan Visualizer Current vs proposed allocation with PowerPoint export. Live
ERP Generator Branded Elevated Retirement Plan with Word export. Live
RMD Discrepancy Report Identified outdated RMD table in existing Excel. Live
ChatGPT Mastery Guide Team-wide AI training documentation. Live
In Progress
Sales Conversation Coach Practice objection handling and discovery calls. Awaiting: investment model samples. Building
Weekly Market Data Automation Automated weekly market commentary prep. Building
SOP Knowledge Base Firm-wide standard operating procedures. Awaiting: Emily/Shea drafts. Building
Coming Next
Marketing Content Engine Customer language extraction + content calendar. Waiting on: Nick/Tim data. Planned
Meeting Analyzer & Prep AI-powered meeting preparation. Waiting on: Andrew's Google Drive share. Planned
Hiring Candidate Profile Cards Waiting on: compliance protocol. Planned
Email Generators Template-based email automation. Waiting on: Ashley's samples. Planned
Remaining 1-on-1 Builds 5 team members: Shea, Amy, Donald, Naomi, Marcos. Planned