Service Plans

Flexible Planning Support for Solo and Small Advisory Firms

Choose the service package that fits your practice—whether you need back office relief or full planning integration.

Back Office Essentials Package

Scale Your Operations

Perfect for: Solo advisors and small teams who need more time to focus on clients and business development.

What you get:

Client onboarding and data gathering
CRM management and updates
Custodial paperwork and account coordination
Meeting preparation and follow-up
Report generation and portfolio reviews
Document management and tax return uploads
Account maintenance and rebalancing support

Pricing Structure:

Starting retainer: 12 hours/month
Hourly rate: $75/hour
Overage billing: Same hourly rate applied to additional hours
Typical monthly investment: $900-$1,200

Best for advisors who:

Use fewer than 12 hours of support monthly
Want to reclaim time for client relationships and growth
Need reliable backup without hiring an assistant
Are earning $200K-$250K annually and price-conscious

Full Planning Integration Package

Grow Your Client Base

Perfect for: Growth-focused advisors ready to serve more clients or offer deeper planning services without adding full-time headcount.

Everything in Back Office Essentials, plus:

Comprehensive financial plan development
Client-facing planning meetings (with you or independently)
Advanced scenario modeling and analysis
Tax planning and optimization strategies
Investment recommendations and analysis
Estate planning reviews
Insurance needs analysis
Retirement projections and distribution planning
Education funding strategies
RSU and stock option analysis

Pricing Structure:

Starting retainer: 20 hours/month
Hourly rate: $100/hour
Overage billing: Same hourly rate applied to additional hours
Typical monthly investment: $2,000-$2,500

Best for advisors who:

Want to increase client capacity without hiring
Need support delivering comprehensive planning
Are ready to delegate client-facing planning work
See planning as a growth engine for their practice

Position this role as: Your fractional associate financial planner—the planning talent without the payroll burden.

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Why This Pricing Model Works for Small Teams

Transparent and Predictable – Know exactly what you're paying each month with clear overage rates. No hidden fees or surprise bills.

Lower Risk Than Hiring – No salary, benefits, training costs, or long-term commitments. Scale support up or down based on your needs.

Cost Comparison:

Junior associate hire: $50K-$70K salary + 30% benefits + training time = $65K-$91K annually
Back Office Essentials: $10,800-$14,400 annually (at 12 hours/month)
Full Planning Integration: $24,000-$30,000 annually (at 20 hours/month)

Flexible Growth Path – Start with back-office support and add planning integration as your practice expands. No need to commit to more than you need today.

Peace of Mind – Monthly retainers with clear boundaries that give you budget control.

Compliance, Security, and Trust

You can trust us with your clients:

Willing to sign NDAs (except non-compete agreements)
Clean compliance record across strict states (Washington, California, and more)
Open to background checks and compliance verification
Adherent to state regulations and industry best practices

Technology and AI use:

Proficient in major planning platforms (eMoney, MoneyGuide Pro, RightCapital, Income Lab, Wealthbox, Advyzon, Holistiplan)
Thoughtful AI use for calculators and non-client data tasks only
No inputting of confidential client data into AI tools
Security-conscious approach to all technology