CRM / Workflow Bundle
System Cleanup & Optimization
$2,500 (Basic)
$5,000 (Full Scope)
- CRM cleanup, tagging, and standardization
- Rebuild or streamline workflows
- Optimize client service processes and automation
- Perfect for firms preparing to scale or stabilize operations
Transition Bundle
Platform or Custodian Migration
$5,000 Flat (80 Hours Included)
- Ideal for advisors moving to a new platform or custodian
- New account openings, ACATs, money movement support
- Client communication + paperwork coordination
- Timeline oversight to keep migrations on track
Paraplanning / Financial Planning Bundle
Plan Build, Data Prep & Deliverables
$1,500–$2,000 (Approx. 20 Hours)
- Data gathering + prep for planning
- Input into Orion, RightCapital, eMoney, MoneyGuidePro
- Plan updates, illustrations,scenarios
- Advisor-ready deliverables and report assembly
