01 / The Offer
AI and Technology Assessment
Who it's for: RIAs unsure where AI fits, or drowning in vendor pitches.
What it isn't: A generic maturity score or a 60-slide deck that repeats what your team told us.
What you get
- An “anti to-do” list: manual activities to hand to agents, the outcomes you want and the KPIs to track.
- Current-state map of platforms, data and workflows.
- A readout of the AI capabilities already in the tools you pay for.
- Opportunities scored on value, effort and risk, each tied to a KPI.
- A “not now” list with reasons.
- A 12-month roadmap.
- A working prototype of your top opportunity.
- Executive readout.
How long
2–6 weeks. Timing depends on the number of platforms, workflows, stakeholders and approvals.
What it costs
Scoped fee. We estimate it after your questionnaire and 30-minute intro call, then agree on the final scope and fee in a statement of work.
02 / The Offer
Build Sprint
Who it's for: RIAs and a clear top opportunity, usually from an assessment.
What it isn't: A new software subscription, a new login for your team, or an open-ended project.
What you get
- One workflow built to production on your existing tools.
- Approval steps and human review.
- Staff training.
- A before-and-after readout against the baseline.
- Documentation for your compliance file.
How long
4–8 weeks. The scope and pace reflect the complexity of your firm and the workflow being built.
What it costs
A base fee, plus a results fee tied to agreed measures when the statement of work calls for one. We provide an estimate after discovery; the final fee is agreed in a statement of work.
03 / The Offer
Partner
Who it's for: RIAs that want ongoing support after a build goes live.
What it isn't: New builds or senior leadership. New workflows are separate Build Sprints.
What you get
- Monitoring and upkeep of the workflows we built.
- Fixes and adjustments as your tools and processes change.
- Help for your team as they use what we built.
- A monthly touchpoint at minimum, or a quarterly review if that's all you need.
How long
Ongoing. The cadence is what we agree on, with at least a monthly touchpoint; some firms only need a quarterly review.
What it costs
A fee based on the builds we support and the cadence we agree on. We provide an estimate after discovery; the final fee is agreed in a statement of work.
04 / The Offer
Fractional AI CTO
Who it's for: RIAs that want senior AI and technology leadership alongside their team.
What it isn't: Temporary staffing or an extra pair of hands.
What you get
- Monthly priorities and roadmap upkeep.
- Vendor and tool evaluations.
- AI governance and policy support.
- Oversight of the build backlog.
- Weekly leadership meetings with your C-suite.
- Reporting to your CCO or board.
How long
Monthly. Flexible and customized to what your firm needs.
What it costs
A monthly retainer. Builds are separate sprints. We provide an estimate after discovery; the final fee is agreed in a statement of work.
05 / The Offer
Tailored Engagement
Who it's for: RIAs and priorities that span more than one of these offers.
What it isn't: A pre-set sequence you must follow.
What you get
- A scope shaped around your priorities, systems and team.
- A clear sequence across assessment, build and ongoing support.
- Deliverables, owners and measures agreed before work starts.
How long
A timeline shaped around your firm. We define it together in the proposed scope.
What it costs
Assessment work has a scoped fee. Build work has a base fee and may include a results fee when the statement of work calls for one. Ongoing support is priced on the cadence we agree on; Fractional AI CTO work is a monthly retainer. We provide an estimate after discovery; the final fee is agreed in a statement of work.