Frequently asked questions

RIAs that want a practical plan tied to business results.

No. We start with your workflows and the tools you already pay for. We only suggest something new when there's a clear gap and a business case.

Usually not. Many firms already own features they aren't using. We recommend a change only when the numbers support it.

We work within your compliance process. Approved uses, data limits, human review and documentation are built in before anything goes live.

The 30-minute intro call and its follow-up summary email are complimentary. We ask you to complete an online questionnaire before the call so we can provide a recommendation for an assessment or a tailored engagement. Final fees are agreed in a statement of work. Assessments have a scoped fee. Build Sprints have a base fee and may include a results fee tied to agreed measures when the statement of work calls for one. Partner support is priced on the cadence we agree on; Fractional AI CTO work is a monthly retainer.