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Wherever you're headed, I'm with you
Simple pricing makes it easy to get started and even easier to stay supported
Setting Sail
Perfect for solo advisors establishing consistent marketing presence.
Marketing & Brand:
✓ Social media content creation and posting (2x/week)
✓ Monthly newsletter (written, designed, distributed)
✓ Brand messaging and content strategy
Operations:
✓ CRM maintenance and updates
✓ Monthly strategy session
Starting at $1,500/month
Charting Success
Comprehensive support for established firms wanting a true growth partner.
Marketing & Brand:
✓ Daily social media management across platforms
✓ Weekly newsletters
✓ Ongoing website management and updates
✓ Pitch decks, presentations, and investor materials
✓ Brand development and visual identity
Operations:
✓ Full CRM and workflow management
✓ Client communication and meeting coordination
✓ Systems documentation and process optimization
✓ Task and project execution
✓ Weekly strategy sessions
Starting at $4,000/month
On Course
Ideal for growing practices ready to scale visibility and streamline operations.
Marketing & Brand:
✓ Social media content creation and posting (4x/week)
✓ Bi-weekly newsletters
✓ Website content updates (blog posts, service pages)
✓ Professional materials (sell sheets, one-pagers)
Operations:
✓ CRM management and workflow optimization
✓ Meeting scheduling and preparation
✓ Bi-weekly strategy sessions
Starting at $2,500/month
Custom Partnership
Tailored solutions for unique firm needs or special projects.
For firms with specific requirements, scaling rapidly, or needing project-based support, we'll create a custom package that fits your exact needs.
Custom packages may include:
✓ Multi-advisor team support
✓ M&A transition support
✓ Rebranding projects
✓ New practice launch support
✓ Seasonal or project-based engagements
Custom Pricing Based on Scope
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