ROADMAP — $MART DEBT Coach (SDC)
Section titled “ROADMAP — $MART DEBT Coach (SDC)”Highest-level Table of Contents for current and future plans. Combined with Folder_Structure, this gives the full bird’s-eye view of what exists and what’s planned. Source of truth for strategic direction: Strategic Plan
Vision
Section titled “Vision”A future where average investors responsibly accelerate wealth using the same client-first $MART DEBT Strategies once reserved for the rich.
Mission
Section titled “Mission”Help average investors and advisors responsibly accelerate wealth through objective education and client-first implementation of $MART DEBT Strategies.
Strategic Positioning
Section titled “Strategic Positioning”| Layer | Definition |
|---|---|
| Category (Movement) | Client-first Leveraging |
| Brand (Solution) | $MART DEBT |
| Tactic (Method) | World-class education |
Primary focus: ~100% U.S. financial advisor education
What Exists (KB & Deliverables)
Section titled “What Exists (KB & Deliverables)”Knowledge Base
Section titled “Knowledge Base”- 01_Identity — Mission, Vision, Brand DNA, Internal View (SWOT)
- 02_Strategy — Strategic Plan, ICP, USP, Opportunities, Brand Voice
- 03_Processes — SMTM task system, Dev standards, AI workflows
- 04_AI — AI tools and strategies
- 06_Intellectual Property — Domains, brand assets
- 07_Marketing — Marketing strategy
Published Products
Section titled “Published Products”- Dispelling the Myths of Borrowing to Invest — booklet (70K+ sold)
- Introduction to Conservative Leverage — pamphlet (40K+ sold)
- The $MART DEBT Coach — book (3K+ sold)
- Leverage Professional software — licensed to national bank advisors
- TalbotStevens.com — existing financial education site
- SmartDebtCoach.com — shell site introducing the book
In Progress
Section titled “In Progress”$MART DEBT App (PWA)
Section titled “$MART DEBT App (PWA)”- Phase M4 — Monthly interest-only projections complete
- See
Projects/SD-App/ROADMAP.mdfor full detail
KB Online
Section titled “KB Online”- Web-deployed knowledge base via Astro + Cloudflare Pages
web_deployutility manages deployment
Planned (Roadmap)
Section titled “Planned (Roadmap)”Near Term
Section titled “Near Term”- $MART DEBT Coach website — full launch (SmartDebtCoach.com)
- $MART DEBT App — Phase 1 release (U.S. advisor MVP)
- White paper: mission, client-first leverage, win-win-win future
- $MART DEBT Myths eBooklet — updated lead magnet
Medium Term
Section titled “Medium Term”- $MART DEBT Insights — blog, video, audio content series
- Inner Circle / Mastermind Group (Rob Robinson, Dave Lush, Robert Moysey, Ed Rempel)
- Strategic partnerships with advisor media (Centers of Influence)
- $MART DEBT Academy — professional certification courses
Longer Term
Section titled “Longer Term”- $MART DEBT Wealth — investment and credit products
- $MART DEBT Community
- $MART DEBT Coaching — training, speaking, consulting (scaled)
Key Strategic Constraints
Section titled “Key Strategic Constraints”- Highest-leverage (return on time) execution — no wasted motion
- Minimal direct outreach; let thought leadership attract inbound
- Client-first in everything; never compromise
- Focus: U.S. advisor market (larger, less regulated than Canada)