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CUSTOMIZED SERVICES

Based on our joint consultation, we will work together to identify the parts of the business you'd like to delegate. Some examples of things we're working on for our advisors include:

  • ​Scenario analysis drafting in Holistiplan 

  • Roth conversion analysis 

  • Assisting clients in gifting appreciated stock positions

  • Preparing tax letters to communicate expected tax forms and notable transaction history

  • Drafting trades for portfolio rebalancing

  • Preparing and sending all necessary documentation for onboarding new and servicing existing clients​

  • ​Drafting/tracking annuity rollover paperwork 

  • Conducting conference calls with QRP companies for rollovers

  • Drafting the first iteration of financial plans

  • Systematizing the gathering and processing of annual financial data Updates (i.e. SS benefits, tax returns, etc.) across all software

  • End-of-year CRM data scrubs

  • Building quarterly portfolio review meeting deliverables 

  • Workshopping client onboarding and review meeting processes​

We know that we can't be everything to everyone.

It takes a village.

Learn more about ours.

FINTECH FAMILIARITY

Quivr
Hubly
Advyzon
Salesforce
Wealthbox CRM
Redtail CRM

We only serve firms who custody at Schwab or Altruist.

Beyond custodians, this list is not comprehensive, and we are a quick study. If we are not already familiar with a tool you use, general use training is not billable to you. 

Your Investment

Our services are billed at a rate of $85 per hour, with billing calculated by the minute.

A minimum of 10 hours per month is required.

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