At New Heights, we leverage our knowledge of business analysis, technology, and financial planning to provide solutions that are best for your business and budget.
Financial Planner Support
Filtering incoming emails from prospects or responding to general inquiries
Scheduling appointments
Transpose recorded meetings into written notes/action items
New Client Onboarding
- Facilitate signing of Financial Planning documents
- Assist clients with data collection in eMoney
- Data entry/clean-up of facts in eMoney and/or CRM
Facilitate opening or closing of accounts (i.e. TD Ameritrade)
Follow up on NIGO alerts
Follow up with prospects
Billing clients
Sending client communications
- Newsletters
- Quarterly Reports
- Annual Review reminders
- Birthday and Anniversary messages
Track or research CE opportunities
General Office Assistance
Event Planning Support
Booking travel or rooms for seminars
Webinar Setup and Moderation
Recruiting Assistance
- Posting jobs
- Sourcing and reviewing résumés
- Scheduling interviews
Clean-up document management
Basic Bookkeeping (Quickbooks Online or Xero)
Practice Efficiency
Documenting operating procedures
Suggesting improvements to business processes
Creating workflows within CRM
Technology consulting
Social Media & Blog Management
Scheduling social media posts for Facebook, Twitter, LinkedIn, etc.
Create graphics for social media posts
Proofreading blog posts
Posting on WordPress
Podcast Publishing
- Publishing podcast episodes
- Prepare podcast guests for interviews
- Write and post show notes
Monthly Pricing Plans
Our monthly retainer packages make it easy for you to budget for the help that you need. You’ll know exactly how much money you’re allocating for VA services, and we don’t go over the package hours unless you want or need us to.
Packages & Rates:
- Starter Package: 10 Hours
Starting: $400/month
- Basic Package: 20 Hours
Starting: $750/month
- Plus Package: 40 Hours
Starting: $1,470/month
- Pro Package: 60 Hours
Starting: $1,980/month
*3 Month Minimum Commitment, No Hours Carry-Over.
Retainer packages are best for clients who have a regular need for a virtual assistant, want more consistency with their budget, and don’t want the expense of hiring a full-time employee.
A Monthly Retainer Package guarantees we set aside time dedicated exclusively to your firm. Because of that, hours do not carry over from month to month.
The more hours you book with us, the lower your hourly rate is!
Additional Pricing:
10-Hour Trial Package ($400)
We understand bringing on a new team member can be overwhelming, and you might not be sure where to start. In order to help, we offer a 10-hour “Introduction Package” for $400. This time allows us to get comfortable working together before a long-term commitment. These hours can be used for:
- Initial Kick-Off Meetings
- Selecting the technology we will need to access (CRM, E-mail, etc.), and assistance with setup
- Review and modeling of key business processes (i.e., Client Onboarding, Opening Investment Accounts)
- Identify initial tasks to take off your plate
The 10 hours of pre-paid time expires after 90 days and are non-refundable.
Hourly Rate ($45/Hour)
For clients who are not ready to commit to a monthly block of hours, we can handle projects as-needed with our straight hourly rate.
Outsourced Financial Planning ($55/Hour)
For clients who want extra help entering client’s data into their Financial Planning Software, drafting plans, or even a little extra help on ad-hoc projects, we offer outsourced financial planning (aka Paraplanning) services at a flat, hourly rate.
One-Time Projects
We have packaged together common projects that our clients ask us to work on. These projects are quoted as a flat fee and can vary based on complexity. If you have an idea for a project you’d like help with, we are happy to provide you with a custom quote.
Full Procedure Review & Documentation for RIAs ($1,500 - $3,500)
When starting a new RIA, documenting your business processes is probably not your first order of business. However, having well-written procedures for each process in your business is key to maximizing your efficiency.
As part of this package, we work with you to understand your business processes and develop custom written Standard Operating Procedures (SOPs) for your practice. We can also provide helpful, unbiased feedback by experiencing your processes just as a client might.
Technology Optimization Review ($350 - $500)
Making sure your technology is being used to its maximum potential can help make sure you’re getting the most bang for your buck. We can help review and suggest improvements to your current software systems (or lack thereof!).
Implementation of any of our suggestions would be a separate project.
CRM Clean Up ($350 - $750)
Do your client and household names all follow the same naming convention? Are your client files nicely organized and easy to find?
We can help organize your CRM so that you are using consistent naming and categorization of your prospects, clients, and files. This package also comes with a written procedure document so you can follow these best practices going forward.
Custom Projects
Have another project you want help with? We help clients improve their client’s experience, implement new software systems, integrate their existing systems (where possible), and more. Schedule a consultation to chat more.
Truly a Great Experience
I have been working with Dan & Tracy of New Heights Solutions LLC since September 2017 and it has truly been a great experience. Dan & Tracy were one of the first hires I made for my firm, and as many new firm owners know, making the right early hires to your firm is difficult, nerve wracking, but also very important. I was in desperate need of administrative help and was also looking to document and formalize my firm’s operations processes. Dan & Tracy have extensive knowledge of the financial planning industry and the common software / systems that planners use. Because of this, they were able to come in and help from Day 1, which of course was extremely valuable not having to train a new employee on all of the systems.
I strongly recommend Dan & Tracy to any financial planners looking for administrative and operational support!
A Game-Changer
Discovering Dan Kellermeyer was pretty much a game-changer for The Art of Finance. Dan and New Heights Solutions bring the financial savvy you’d expect from a CFP, but without the requirement of a full-time hire. They’ve always been extremely quick, thorough, and flexible. And knowing that they can customize their service to my firm’s approach, style, and language has been amazing. They’re a powerful hack for the small-but-growing RIA!
Building Workflows
Dan has been incredibly helpful with systematizing my new client onboarding procedures. Between all of my software and transferring accounts, there seems like a million things that need to be done. Dan helped me build out workflows and sub-workflows in my CRM to ensure everything is completed in a consistent and timely manner. I feel so much relief in having everything in the CRM with different steps for Dan and me to complete instead of it all swirling around in my head.
Ready to free up more time to focus on growing your business? Let's Meet.
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