Service Plans
We offer 3 flexible ways to work together — whether you're looking for ongoing support, a one-time plan, or hourly training and strategy support.
I. Ongoing support - Monthly Retainer
Minimum engagement: $1,000/month - No long-term contract required. Pricing is based on the specific tasks and level of support your firm needs. For a full breakdown of available services and task-level pricing, download our task fee matrix.
Here are some examples on how advisors typically work with us:
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Essentials – Starts at $1,000/month and includes admin support such as data entry, CRM updates, custodial forms, report prep, tax return uploads.
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Full Advisor Support – $1,500–$2,000/month and includes all Essentials, plus: meeting prep, client-facing budgeting, insurance/estate reviews, money movement coordination.
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Advanced planning – $2,000+/month (custom), which includes Essentials and Full Advisor Support, plus: full plan build-outs including scenario planning, Roth/conversion modeling, RSU/stock option analysis.
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Firm Integration & Operations – Custom pricing: includes all the above + operational support: workflows, videos, staff training, strategic meetings.
II. One-Time Comprehensive Financial Plan
Perfect for overflow, surge, or one-off client needs. This approach provides professional-grade support for your clients without adding full-time staff
Fee: $1,500 flat fee: Billed 50% upfront with the remainder billed monthly until the plan is complete (no later than 6 months).
We follow your planning flow from start to finish:
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Data Gathering
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Budget Review
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Insurance Analysis
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Estate Planning Overview
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Investment Review
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Tax Planning
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Complex Scenario Modeling (e.g., debt management, Roth conversions, etc.)
III. Hourly training and strategy support
We offer one-on-one or team sessions designed to support your practice, whether you're training staff, refining internal processes, or just need a sounding board. Perfect for firms looking to scale, delegate more confidently, or think through next steps in a collaborative setting. Available as a standalone session or part of ongoing support. $200/hour
Session types include:
• Training team members in your planning software (eMoney, RightCapital, etc.)
• Reviewing your financial planning workflow and offering recommendations
• Tax planning tools (e.g., Holistiplan walkthroughs)
• Cash flow and scenario modeling techniques
• Standardizing internal processes and templates
• Advisor brainstorming sessions – Talk through strategy, tricky cases, or process challenges with a CFP® professional who understands your day-to-day
If you want to know how we can help free up your time and provide strong support for your firm, contact us for a free exploratory meeting.
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.
Thomas Grunbeck
Phone: 1-803-529-1139
