Strategic Guidance

Your goals become our objective. Our dedicated team will work with you to assess your needs, develop a plan, execute with excellence, and adapt to any necessary changes along the journey.

Growth

From $1,500/month

A detailed, end-to-end framework that addresses your online presence with 4 posts a month, a weekly custom newsletter, online/social media management.

Growth+

From $3,000/month

The “Growth” package plus cold email outreach, lead generation tools, monthly reporting, outside resource optimization.

Transition

From $4,000/month

Choice of 5 features from “Growth,” “Growth+,” and “Full Lifecycle” PLUS rigorous guidance with handoff campaigns, valuation marketing support, and market analysis.

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Full Lifecycle

From $5,000/month

Everything in “Growth” & “Growth+” with client retention automation, CRM segmentation, and paid ads optimized across the top channels.

Additional Services

  • One-time website audit & SEO optimization: $500

  • 24 hr/365 days-a-year phone answering service: $1,000/month (native English speakers for $2,000/month)

  • One-time resource optimization analysis: $1,000

  • One-time book optimization analysis: $1,000

  • Virtual personal assistant: $3,000/month (with SIE licensure for $4,500/month)

  • Nearshoring administration setup and management: $2,000/month per team member

  • Lead magnet creation (guide, checklist, webinar): $750

  • One-time AI chatbot build & integration: $3,000

  • Compliance content review coordination: $500/month

  • Transition-readiness assessment (one-time): $1,500

  • Hourly retainer for add-on work: $350

Ready for Your Consultation?

Submit the inquiry form to discuss tailored financial strategies and determine the most effective path toward your stated objectives.