What we actually build, and what we actually run.

The fourteen-day build.

One kickoff call. Then we do not bother you again until day fourteen, except to confirm copy and approve the lead magnet.

1. Domain and infrastructure

   We register your domain (yourfirm.com) at cost and route DNS. Email forwarding is configured. SSL is on. None of this is something you ever have to think about again.
2. Discovery call and positioning brief

   A sixty-minute conversation: who your ideal client actually is, the three specific situations you handle best, and the language your prospects use when describing their own problem. The brief becomes the source document for everything else.
3. Website built and copy written

   A five-section lead-capture site on your domain. Written in plain English, not boilerplate. Form ADV Part 2 disclosures linked correctly. All required disclaimers present. Reviewed against the SEC Marketing Rule before launch.
4. A real lead magnet, not a template

   A short PDF guide built for your specific niche — "The RSU Tax Checklist for Tech Employees" or "Equity Compensation: What to Do in the 60 Days Before You Vest." Designed, written, compliance-aware. Becomes the centerpiece of your nurture.
5. Google Business Profile

   Claimed, verified, fully populated. Hours, services, attributes, photos, the description that actually ranks. Connected to your local search presence so you show up when someone in your city searches "fee-only financial advisor."
6. Roughly fifteen niche directory placements

   NAPFA, XY Planning Network, Wealthramp, FA Financial Advisor, SmartAsset's directory, and the regional ones that actually drive traffic. Each entry is filled out properly. Each links back to your site.
7. Email nurture sequence

   A seven-email sequence that goes out automatically after someone downloads your lead magnet. Useful content, not "drip marketing." Written in your voice. Designed to lead naturally to a booking, not to feel like a sales funnel.
8. Booking system

   Calendar tied to your real availability. Intake form collects what you need before the first meeting. Reminder emails. Reschedule links. The friction between prospect interest and first conversation, removed.
9. Review collection

   Automated request to clients after their second meeting — wording reviewed for the testimonial rule. Reviews go to Google. You build social proof without ever feeling like you are asking.
10. Handoff and a single point of contact

    A short Loom walking you through everything we built. One email address for any future request. Day fifteen and forward, the monthly operation begins.

The monthly operation.

This is the part most providers will not commit to. It is also the part that actually grows the firm. Six things, every month, forever.

1. One newsletter, ghostwritten, sent

   Written in your voice — we learn it during onboarding and keep refining. Tied to something seasonal, market-relevant, or planning-relevant. Reviewed against the Marketing Rule before it leaves the drafts folder. Sent only after you approve.
2. Two new directory or referral placements

   We work through a rotating list of regional, niche, and professional directories. The cumulative effect over a year is what matters: by month twelve, you are listed in roughly forty places that matter for your niche.
3. Local SEO maintenance

   Google Business Profile updates. Tracking your visibility for the eight to twelve search terms that matter for your firm. Posts to GBP — yes, those count. Fresh photos when relevant. Quiet, ongoing.
4. Automated review collection

   Continues running. We monitor the queue, route any private feedback to you privately, and only public reviews to Google. New reviews appear on your site automatically.
5. A monthly performance report

   Two pages. Website traffic, where it came from, lead magnet downloads, calls booked, what we changed this month, what we recommend next month. Sent the first of the month for the prior month.
6. Office hours

   A standing thirty-minute slot on the second Wednesday of every month if you want to use it. Most clients use it once a quarter. It is included regardless.

Every piece of client-facing content we produce is reviewed against the SEC Marketing Rule before it goes out. We do not write performance claims. We do not write testimonials disguised as case studies. We do not borrow language from broker-dealer marketing playbooks that does not apply to fee-only fiduciaries.

STIFTA is not your compliance officer and is not a substitute for one. We make compliance review easier — not absent. Final responsibility for what your firm publishes rests with you, where the rule says it does.