AI for Financial Advisors — Pricing & Packages

Simple, transparent pricing designed around outcomes—not hourly billing.
Every engagement starts with clarity and focuses on solving real problems in your practice.

1. AI Practice Audit (Entry Point)

Flat Fee: $500

A focused session to identify where AI can make an immediate impact.
Includes:

  • Review of your workflow, tools, and pain points

  • Identification of 2–3 high-impact opportunities

  • Clear, practical recommendations

Credited toward future work if we continue together.

2. Fixed-Fee Project Tiers

Quick Wins (Small)

Investment: $750 – $1,500

Solve one focused problem and create immediate time savings.
Examples:

  • Turn client meetings into follow-up emails + CRM updates

  • Clean up and simplify CRM structure

  • Create email or communication templates

Outcome: Immediate efficiency and clarity.

Workflow Build (Medium)

Investment: $2,000 – $4,000

Build a complete, repeatable workflow.
Examples:

  • Client communication system

  • Marketing content engine

  • CRM + follow-up workflow

Outcome: A system that runs consistently without extra effort.

Practice System (Large)

Investment: $5,000 – $10,000+

Connect multiple workflows into a scalable system.
Examples:

  • End-to-end advisor workflow

  • Integrated communication + CRM + marketing system

  • Practice-wide efficiency redesign

Outcome: Scalable growth without adding staff.

How Pricing Works

  • Fixed fee based on clearly defined scope

  • No hourly billing

  • No surprises—any changes are discussed in advance

  • Designed for clarity, trust, and measurable results

3. Starter Packages

Meeting-to-Follow-Up System

Investment: ~$1,250

Turn every client meeting into:

  • Clean summary notes

  • Professional follow-up email

  • CRM-ready updates

Outcome: Save hours each week and improve client experience.

Client Communication System

Investment: ~$2,500

Create consistent communication across your client base:

  • Segmented messaging

  • Email templates and workflows

  • Repeatable cadence

    Outcome: Stay top-of-mind without extra effort.

Marketing Engine (Simple & Consistent)

Investment: ~$3,000

Turn your insights into ongoing content:

  • Weekly or monthly content workflow

  • Email + LinkedIn integration

  • Simple system you can maintain

Outcome: Consistent visibility and lead generation.

CRM Cleanup & Workflow Build

Investment: ~$2,500

Fix and simplify your CRM:

  • Clean data structure

  • Define key fields and segmentation

Build follow-up workflows

Outcome: A CRM that actually supports your business.

Advisor Efficiency System (Bundle)

Investment: ~$5,500

Combine key workflows into a cohesive system:

  • Meeting-to-follow-up

  • CRM updates

  • Communication workflows

Outcome: End-to-end efficiency and scalability.