Ways to Work Together

The Implementer

One-Time | $1,500 - $,3000

Transform your tech stack into your practice's second brain that truly mirrors the way you work.

  • Identify pain points in your current technology stack & create a vision the future

  • Construct your CRM in Airtable or Notion with essential client tracking and task management dashboards, tied together with Zapier integrations

  • Preserve what works from your existing tools through strategic integration or cloning of functions

  • Provide coaching on maintaining and iterating on your systems independently

  • Available for future hourly consulting as your needs evolve

The Architect

Ongoing | $750+/month

An in-house systems expert to continuously refine your tech ecosystem.

  • Everything from The Implementer, plus:

  • Ongoing systems optimization with regular check-ins and improvements

  • Embedded access to maintain deep contextual understanding of your workflow

  • Process documentation and refinement to ensure consistency across your team

  • Creation of customized internal resources and knowledge bases

  • Proactive technology monitoring and implementation of relevant AI advancements

  • Strategic guidance on tech decisions that align with your growth trajectory

Planner+

Ongoing | $2,000+/month

Expand your planning capacity while building systems to level up your effectiveness.

  • Planning and operations support from a CFP® professional and experienced lead advisor

  • Documentation of your planning methodology as we collaborate

  • Construction of CRM and new systems from ‘within’ the practice

  • Unique planner-builder perspective that ensures technologies match real-world needs

  • Gradual transition from hands-on planning to optimized systems

  • Natural progression to "The Architect" tier as your operational capacity expands