Resource Library
Resources
Use this catalog to publish calculators, templates, and curated third-party links. Each section is ready for expansion into dynamic collections sourced from a CMS or Markdown repository.
Planning Calculators
- Retirement readiness score worksheet
- Cash flow prioritization matrix
- Education funding planning timeline
Tax Strategy Tools
- Annual tax filing checklist
- Capital gains distribution tracker
- Charitable giving decision tree
Investment Governance
- IPS (Investment Policy Statement) outline
- Portfolio rebalancing journal
- Risk conversation prompts for family meetings
Add Your Own Collections
Connect a data source using Next.js route handlers, MDX, or the Vercel Content Layer. Organize resources by tags to power search and topic landing pages.
When you are ready to launch, integrate lead capture or newsletter opt-ins to nurture ongoing engagement.