These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.
Tasks & Workflows
Structured SOPs, checklists, and workflow templates for the processes advisory teams run every week — ready to adapt to your own CRM or project management system.
Workflow Template
Client Offboarding Workflow
A ready-to-use, step-by-step workflow for offboarding a client gracefully — covering account closure, document retention, final communications, and CRM cleanup. Adaptable to Hubly, Asana, or any workflow system.
Checklist
CRM Task Template Library
A working reference for building single-step task templates in your CRM — covering financial planning, investment management, and special/operational tasks — plus the difference between a task and a workflow so you build the right one.
Checklist
Estate Planning Checklist
A comprehensive checklist to ensure your client's attorney has addressed every pressing concern — from will and trust basics through beneficiary designations, powers of attorney, healthcare directives, and titling review.
SOP Framework
Tax Return Review SOP
A structured SOP template for one of the most commonly-requested advisory processes: the annual client tax return review. Includes checklist, advisor notes sections, and client communication templates.
These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.