You make the decisions. We implement them.
Our Service Levels
We offer three tiers of service, as well as a marketing option, performed on an administrative basis, executing your decisions and instructions.
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Level 1 - Standard
General administrative functions
Accounting, bookkeeping & payroll
Email & phone support
Scheduling/calendaring
CRM management (except workflow writing and editing)
Custodial paperwork/forms processing (start to finish)
Money movement (including IRA contributions & RMDs)
Quarterly reporting
Billing and pre-billing
Document/file management & organization
Proofreading/editing
Personal concierge
Compliance tasks & reporting
Transfer management & follow up (including rollover calls)
$70/hr
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Level 2 - Premium
CRM workflow writing and editing
Excel pivot tables/dashboard creation & maintenance
Creation of procedure/best practice documents and manuals
$80/hr
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Level 3P - Paraplanning
Specialized data entry in planning software
Creation of goals, scenarios & analyses in planning software
Building out plans: investment, retirement, insurance, education, tax, estate
Researching client-specific financial planning questions
Running planning reports/creating report templates
Financial plan refresh/update
Specialized data entry in risk management software
Running risk analysis reports/creating report templates
Cost basis research
Executing advisor-approved trades
Creation of trade memoranda
Rebalancing analysis & tasks
Investment research, reporting & analysis
Administration of client investment portfolios
$90/hr
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Level 3M - Marketing
Website edits, updates & content management
Update website to inbound marketing model to include Calls to Action
Email marketing & list management
Email Drip Campaigns
Newsletters
Editing/proofing publications, blogs, posts
Search Engine Optimization (SEO) / Analytics Tracking
Social media management
Blog management
Branding Analysis - consider updates of logos/colors/fonts, brand messaging
Power Point presentations/slide decks
Desktop publishing (newsletters, brochures, letterhead/business cards, etc.)
$90/hr