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Investment in your operations

Transparent pricing for
every stage of the work

Choose the model that fits your situation — Hourly for focused sessions, Project-Based for defined scopes, or Retainer for an ongoing operations partner. Every engagement starts with a free discovery call.

Project Work Retainer Hourly
Fixed-fee project work

Defined scope, defined investment

Most operational builds are quoted as fixed-fee projects — so you know exactly what you're paying before we start, and scope creep doesn't become a surprise invoice.

Every project begins with a scoping call. The pricing below reflect typical engagements. Your actual quote depends on the size of your firm, the complexity of your existing systems, and the scope of work we agree on. Nothing is billed until we've confirmed the full scope in writing and the deliverable has been accepted.

Strategy & Assessment
🔍
Tech Stack Audit
A structured review of your current tools, integrations, and data flows. Flagging of potential redundacies or missing pieces, this helps you understand what to add - or delete - to ensure you're getting the most of out of your subscriptions. Delivered as a written report with prioritized recommendations — what's working, what isn't, and what to address first.
$600
Includes written
findings report
🌐
Practice Visibility Review
A thorough review of your website and online presence — including social media channels, directory listings, and search visibility. Scored across six dimensions: branding, content, user experience, compliance, integrations, and SEO. Delivered as a formatted report with specific, prioritized recommendations you can act on immediately.
$420
Website + social
channels included
🛠️
Practice Visibility Review Implementation
Already have your Practice Visibility Review? This is the hands-on follow-through — I implement these high-priority findings myself: standardizing credentials, fixing broken links and 404s, disclosure cleanup, and any other nitty gritty details that will help you shine online.
$1,200
Typically 6–10 hrs /
scoped to your report
CRM Review, Configuration, & Migration
⚙️
CRM Setup & Configuration
Full setup of Redtail, Wealthbox, Salesforce, or any other CRM from scratch — fields, contact categories, tagging structure, user roles, with three initial task templates and one workflow template built around your service model. Includes training on the new system for basic functions including adding, modifying and deleting users, contacts, notes, and templates.
$1,440
New CRM /
clean slate
🔄
CRM Migration
Switching platforms? Full data migration, field mapping, cleanup of legacy records, and configuration of your new system so you're not just moving a hot mess from one place to another. Includes training on the new system for basic functions including adding, modifying and deleting users, contacts, notes, and templates.
$4,000
Includes data
cleanup & mapping
🧹
CRM Review & Cleanup
Make your single-source-of-truth be trust-worthy again! A hands-on review of your existing CRM — removing or merging duplicate records, auditing tags and user-defined fields, verifying data completeness, and delivering specific recommendations for structure, workflow, configuration, and ongoing maintenance.
$600
Includes written
recommendations
Tasks & Workflows
🗺️
Workflow Design — Focused
(1–3)
Design and build 1–3 core workflows in your CRM. Ideal for getting your most critical processes — client onboarding, annual reviews, estate planning (or whatever is most important to you) — running consistently without manual oversight.
$480 per flow
1–3 workflows
built & tested
🏗️
Workflow Design — Expanded
(4–7)
A mid-range workflow buildout for firms ready to systematize beyond the basics. Covers multiple service areas — tax return reviews, portfolio rebalancing, client offboarding (again - you decide!) — with consistent structure and built-in task follow-up.
$420 per flow
4–7 workflows
built & tested
🏛️
Workflow Package — Full Suite
(8–12)
A comprehensive workflow buildout covering all major operational areas: prospecting, onboarding, client meetings, service requests, annual reviews, account maintenance, and offboarding. Your whole firm, systematized.
$360 per flow
8–12 workflows
built & tested
✅
CRM Task Templates — Focused
(1–3)
Build 1–3 reusable task templates in your CRM so your team always knows not only what data to gather and the expected timeframes, but also provides an easy way for management to see what work is being done. It's also a great place to document the process - which means you have a built-in training tool, right in your CRM.
$60 per task
1–3 templates
built & tested
📋
CRM Task Templates — Expanded (4–7)
A mid-range set of task templates covering multiple service areas. Great for firms that want to ensure a consistent task structure across more of their work.
$50 per task
4–7 templates
built & tested
📦
CRM Task Templates — Full Suite
(8–12)
A complete set of task templates across all major operational areas of your firm. Every key process gets a consistent, repeatable checklist — so nothing falls through the cracks, regardless of who's doing the work.
$35 per task
8–12 templates
built & tested
Integrations & Automations
⌨️
Text Expander Setup
Build custom text expansion shortcuts for your most-used phrases, email templates, and client communications. Saves time on repetitive typing and ensures consistent language across your team.
$50 each
Per snippet
built & configured
⚡
Single Native Integration Setup
Connect two or more tools that aren't talking to each other — CRM to calendar, form to CRM, email to task manager. Includes configuration, testing, and documentation of the automated flow.
$100 each
Per integration
🔗
Zapier Integration
Build automated Zaps to connect your tools, trigger actions, and eliminate manual hand-offs between systems. Each Zap is designed, built, tested, and documented so you know exactly what it does and how to maintain it.
$250 each
per zap
Design, built & tested
SOPs & Documentation
📝
SOP Writing — Single Process
A single, fully written standard operating procedure for one process — with step-by-step instructions, decision points, responsible roles, and any relevant checklists or supporting documents.
$1,000
One complete
SOP document
📂
SOP Package — Expanded (2–7)
A focused set of SOPs for your most critical processes — client onboarding, annual review, account maintenance, or any combination. Each document is fully written, consistently formatted, and ready to put into immediate use.
$750 per SOP
2–7 SOPs /
built & formatted
📚
SOP Library — Full Firm
A complete library of SOPs for your entire practice — typically 8–15 documents covering every major operational area. Organized, formatted, and ready to hand to a new hire on day one.
$550 per SOP
8–15 SOPs /
full coverage
Training Libraries
🎬
Training Video — Single
One fully produced training video (up to 30 minutes) covering a specific system, process, or workflow — scripted and recorded for your team. Ideal for a single tool orientation, a key procedure, or a process your team keeps asking about.
$200
1 video /
up to 30 minutes
🎞️
Training Videos — Expanded (2–7)
A focused set of training videos covering multiple processes or systems in your firm. Each video is up to 30 minutes — scripted, recorded, and organized so your team can reference them independently.
$175 per video
2–7 videos /
up to 30 min each
🎓
Training Library — Full
A complete video training library for your firm — covering every major system, workflow, and process your team needs to operate confidently. Organized and ready to onboard a new hire from day one.
$150 per video
8+ videos /
full coverage
Custom Operations Solution
📋
Custom Data Collection Form
A purpose-built form for client intake, annual review data gathering, or internal data collection — designed to feed cleanly into your CRM and reduce manual data entry for your team.
$1,000
Design, build
& CRM integration
🧮
Excel Template — Advanced (VBA)
A sophisticated Excel tool with macros, automated calculations, or dynamic dashboards — built for firms that need Excel to do heavier lifting than standard formulas allow.
$1,000
VBA / macros /
dynamic dashboards
📊
Custom Web Tools
Have a great idea but don't know how to bring it to life online? Let me help you build an application for in-house use or client-facing.
Priced Per Project
Let's Build Something Unique
🗒️
Custom Meeting Agendas
Whether it's a client review or a prospect meeting, this gives your team a shared script to work from — so the meeting delivers the same thoughtful, on-brand experience no matter who on your team is leading it.
$25
Per agenda
template
✉️
Custom Email Templates
A ready-to-send template for a recurring email — onboarding, a meeting follow-up, a service reminder — so every client gets the same consistent, on-brand message, no matter who on your team hits send.
$25
Per email
template
📅
Custom Annual Service Calendars
Built around your firm's specific clients and service model, not a generic template — a calendar of touchpoints and deliverables shaped to how you actually serve your clients throughout the year.
$100
Per calendar
Ongoing retainer

An operations partner in your corner every month

For firms that want consistent access to operational expertise — without hiring a full-time COO. Retainer clients get priority scheduling, proactive system monitoring, and a partner who knows their firm inside and out.

Tier 1
Essentials
5 hours / month
$825
per month
  • 5 dedicated hours of consulting time
  • Workflow updates & system tweaks
  • Email Q&A between sessions
  • Monthly check-in call
  • Priority scheduling
  • Access to all updated templates & SOPs built for your firm



Start with Essentials
Most Popular
Tier 2
Operations Partner
10 hours / month
$1,500
per month
  • 10 dedicated hours of consulting time
  • Ongoing workflow design & refinement
  • Tech stack audit & optimization review
  • SOP maintenance as your firm evolves
  • New integration setup included in hours
  • Bi-weekly check-in calls
  • Priority scheduling
  • Email and phone access during business hours
Start with Operations Partner
Tier 3
Fractional COO
20 hours / month
$2,800
per month
  • 20 dedicated hours of consulting time
  • Strategic operations oversight & planning
  • New system implementations included
  • Staff training & onboarding support
  • Full SOP library creation & maintenance
  • Weekly check-in calls
  • First-priority response — same-day when possible
  • Annual operational review & roadmap
Start with Fractional COO
How retainers work: Retainers are billed monthly, with a 3-month minimum commitment. Unused hours do not roll over. All retainer engagements begin with a 1-week onboarding period with a minimum of three virtual meetings so I can fully understand your existing systems and workflows before work begins. Hours beyond the monthly allotment are billed at the standard hourly rate of $175/hour.
Hourly consulting

When you need focused expertise, not a full project

Ideal for one-time questions, tech stack reviews, second opinions, brain-storming, or scoping conversations before a larger engagement.

$ 175 / hour

Billed in one-hour minimums · Invoiced weekly

This rate reflects the intersection of two distinct domains: formal database design and management training that shapes how I build and configure systems; and real-world planning experience of a credentialed CFP®, Enrolled Agent, and CFT-I™.

I understand the full arc of an advisory practice — the back-office systems, the client relationships, and how advisors actually do the work. You're not paying for general consulting. You're paying for someone who has honed skills in the areas that matter most for your firm.

Best for

One-time strategy sessions · Second opinions on your tech stack · Getting unstuck on a specific workflow or integration · Brain-storming internal processes · Troubleshooting an integration or automation that isn't behaving · Staff coaching on a specific system or process

How it works

1. Book a discovery call
We spend 30-40 minutes understanding your situation before any work begins. This call is complimentary.
2. Agree on scope
I'll confirm whether hourly consulting or a fixed-scope project makes more sense for what you need.
3. Kick-Off Call
We meet via Zoom so that I can get a deeper understanding of each part of the project and we can set up logins needed for me to work.
3. Work session
I work asynchronously, with virtual check-ins as needed, depending on the task. You'll have access to a private portal where you can track progress.
4. Invoice & follow-up
I invoice weekly, with net 15 terms. For ongoing needs, we can transition to a retainer at any point.
Minimum engagement
1 hour. Most advisory sessions run 1–2 hours. Larger scopes are quoted as fixed-fee projects.

Not sure if hourly or a project fee is the right fit? Book a free discovery call — we'll figure it out together before any commitment is made.

How we work together

From first call to fully operational

01
Discovery Call
A complimentary 30-minute conversation to understand your firm, your pain points, and what you actually need built. No commitment required.
02
Scoping & Proposal
I put together a written scope of work with a fixed fee. You know exactly what's included, what's not, and what the timeline looks like before anything begins.
03
Build & Collaborate
We work together to build, test, and refine. You stay involved at every decision point — nothing gets built in a vacuum. This is coellaboration, not outsourcing.
04
Handoff & Ongoing Support
Every project includes training so your team can use what we built confidently. And if you want ongoing support, a retainer keeps me in your corner.

Ready to build something
that actually works?

The discovery call is free, low-pressure, and genuinely useful — even if we don't end up working together. Let's figure out what your firm needs.

Book a Free Discovery Call