No Hidden Fees
No Minimum Hours
PRICING
Simple payments: all you do is pay an invoice.
Essential
$35 per hour
Essential administrative support including scheduling, email and CRM management, move-money tasks, etc.
Standard
$40 per hour
Essential package plus account opening, client meeting preparation, document and request processing, etc.
Premium
$45 per hour
Standard package plus financial planning support, marketing support, and other specialized services.
On-Call
Custom Pricing
Temporary coverage while you are on vacation or out sick.
Project Based
Custom Pricing
For transitioning books of business or other large projects that demand extra help.
*Hourly billing and monthly retainer options available.