ROADMAP — Smart Debt Coach
ROADMAP — Smart Debt Coach (SDC)
Section titled “ROADMAP — Smart Debt Coach (SDC)”Highest-level Table of Contents for current and future plans. Thin view only — every claim below links to its SSOT; nothing here is restated in full. Strategy SSOT: Strategic Plan · Mission/Vision SSOT: Mission / Vision
Mission & Vision
Section titled “Mission & Vision”Full text lives in the SSOT files — link only, no restatement here:
- Mission
- Vision
Strategic Positioning
Section titled “Strategic Positioning”Category: Client-first Leveraging (new industry category, not “advisor-first” or “no-leverage”) Brand: $MART DEBT — the proprietary education/implementation system Focus: ~100% U.S. financial-advisor education, ~0% direct-to-investor (advisors have both the incentive and capacity to pay; individual investors can find strategies free)
Full: Strategic Plan
What Exists (KB & Deliverables)
Section titled “What Exists (KB & Deliverables)”- Identity — Mission ✓, Vision ✓, Cancer Pledge ✓
- Strategy — Strategic Plan ✓, Core Value Propositions ✓, Key Success Factors ✓, Unique Selling Proposition ✓, Ideal Client Profile ✓, Brand Voice and Tone Guidelines ✓
- Offerings — Smart Debt Offerings (draft): digital pamphlet/booklet/book/course, LevPro software (simplified/unregistered)
- Opportunities — Opportunities (index), Outcome-Based SaaS, Valuable Niche Websites
Filter+Focus
Section titled “Filter+Focus”- Filter+Focus — ranked rocks + decision log, structure ported from MBR 2026-08-27. First-pass draft; still needs a full brainstorming refresh the way MBR’s list grew.
- Governance cadence (90-day rocks, weekly briefing) not yet built — deferred until execution volume justifies it.
Related
Section titled “Related”- Strategic Plan — strategy SSOT
- Strategy — full folder index (Waypoint-generated MOC — distinct purpose from this ROADMAP: flat file list vs. narrative plan)
- SDC Dashboard — business home page