SERVICES
We have found that boutique firms like yours have certain types of needs during the first four months of an engagement. To best serve you, we will put together a 2-phase plan that helps YOU save time by streamlining your processes - and helps US get to know how you work.
Phase One: Streamlining Your Back Office for Immediate Impact
In the first 4 months of working together, Grunbeck Financial Services will:
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Help you streamline and automate your back office where possible to create an efficient operation
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Help with converting old systems to new systems like CRM or financial systems
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Clean up and become familiar with your CRM
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Document processes to ensure work is repeatable and scalable moving forward.
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Help with your ongoing tasks to get familiar with your operations and transition to Phase 2
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Phase Two: Ongoing Services to Free Up Your Time & Capacity to Serve Clients
After the initial 4 months of partnering is complete, we can confidently move to ongoing services that continue to free up your time and help you focus on what you love to do -- working with clients! During this phase of our engagement, we will focus on:
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Paraplanning. We create custom financial plans based on your unique method of delivering financial advice.
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Executing monthly and quarterly billing. Free up your time and energy by allowing us to handle your billing for you.
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Ongoing automation. We’re always looking for ways to continue to streamline your practice.
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Back office tasks. We will handle client onboarding, open new client accounts, assist with paperwork, and more.
Please contact us for a personalized quote.
On-Demand Support
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This allows you not to make a commitment but send us tasks when you need a task completed. The rate is hourly with no contracts or minimum hours per week or per month.
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.
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Thomas Grunbeck
Phone: 1-803-529-1139