Resources
Practical tools for planning across life, business and wealth.
Free planning resources you can use on your own or bring to a conversation with MabelFrank.
Featured
Family Economy Starter Guide
A practical guide to mapping your household's goals, risks, dependencies and next decisions.
Library
Free planning resources.
Checklists
Protection Planning Preparation Checklist
Bring the right information to any protection conversation—dependencies, obligations and existing coverage.
Templates
Business Operating Model Canvas
A one-page canvas for mapping how your business actually runs—roles, decisions, financial rhythms and risk.
Checklists
Independent Advisor Launch Checklist
The foundational client-service systems, discovery flow and implementation habits for an independent practice.
Workbooks
Annual Family Review Workbook
A structured workbook to review the year, revisit priorities and coordinate the decisions ahead.
Planning Tools
Major Purchase Planning Worksheet
Think through a large purchase in the context of your household's full financial picture.