Back to Consulting ProgramFull implementation.
Platinum
Full implementation.
Ongoing partnership.
Platinum is our most comprehensive engagement — everything in Gold, plus a 30-day implementation program and an annual support relationship that keeps your firm ahead of the curve.
What's included
The complete program — and then some.
- Everything in Bronze, Silver & Gold — the full diagnostic, deep dives, action plan, introductions, training, and debrief
- 30-day structured implementation program — hands-on support as your firm executes on the plan
- Annual ongoing support — a continued relationship with your consulting team for accountability, updates, and new opportunities
Investment
$5,000
+ $1,500 / year for ongoing support
Explore the full program
Your team
Practitioners who've been in your seat
Patrick SpencerMBA
Managing Partner
Financial Software & Technology
Tim Checko
Managing Partner
Enterprise Advisor Experience
Michael Casciano
Managing Partner
Data Infrastructure & Operations
Jason Hines
Managing Partner
IT Infrastructure & Automation
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Ready for a true partnership?
Complete the assessment access form and a Managing Partner will reach out to discuss the Platinum program and what it looks like for your firm.
Take the Assessment