Invest in guidance,
not guesswork.
Every tier includes full access to our AI Toolkit — 68 templates, documents, and guides. The difference is how much of my time and attention your practice gets.
AI Essentials
$497
per month
Stay current without falling behind.
- Monthly 30-minute check-in call
- Full AI Toolkit access (68 templates, documents, guides)
- Monthly AI brief — what changed and what matters
- Email and text support for quick questions
- Personalized recommendations
$4,770/year (save 20%)
Best for: Solo practitioners and emerging advisors
AI Partner
$997
per month
Your dedicated AI strategist.
- Monthly 60-minute strategy call
- Comprehensive AI audit (month 1)
- Custom 90-day AI roadmap
- Full AI Toolkit access
- Monthly AI brief + personalized recommendations
- On-demand phone, email, and text support
- Quarterly business review
- Quarterly team training session
$9,570/year (save 20%)
Best for: Small teams (2-5 advisors) actively implementing AI
AI Architect
$1,997
per month
Full-service AI implementation.
- Bi-weekly 60-minute strategy calls
- Full AI audit + implementation support
- Custom workflow design for each team member
- Monthly team training sessions
- All AI Partner features included
- Priority same-day support
- Vendor evaluation and recommendations
- Process documentation and SOPs
$19,170/year (save 20%)
Best for: Multi-advisor firms (5+) and firms in transition
Compare
Feature comparison.
$497/mo
$997/mo
$1,997/mo
Context
How this compares.
Ongoing, personalized, and evolving with the technology.
Every Tier
Included in every tier.
AI Toolkit Access
68 templates across 8 workflow categories, plus documents and guides. Built for how advisors actually work.
Monthly AI Brief
What changed in AI this month, filtered for what matters to your practice. No noise, just signal.
Compliance Awareness
Every template and recommendation considers your regulatory environment. SEC, FINRA, Reg BI references included.
Real Human Support
Not a chatbot. Not a ticket queue. A real person who understands your practice and picks up the phone.
FAQ
Common questions.
Do I need to commit to a long-term contract?
No. Month-to-month. I earn your business every month. Annual plans get a 20% discount if you want to commit.
What happens in the first month?
We start with your AI audit. I review your current tools, workflows, and gaps, then deliver a custom 90-day roadmap. You’ll see value in the first week.
Can I switch tiers?
Yes, anytime. Upgrade or downgrade at the start of any billing cycle.
What if I’m not sure which tier is right?
Book a call. I’ll help you figure out what makes sense for your practice. No pressure.
Is the AI Toolkit available without consulting?
The toolkit was originally a standalone product. Today it’s included with every consulting tier. If you only want the toolkit, reach out and we can discuss options.
What’s the cancellation policy?
Cancel anytime before your next billing date. No cancellation fees, no lock-in. If it’s not working, I’d rather know why than keep billing you.
Not sure which tier?
Let's talk.
15 minutes. I'll help you figure out what makes sense for your practice. No commitment.
Or call me: (619) 851-2215