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solutions for your financial planning practice

Together, we will create a fulfilling recipe for your success

We know every business is unique. We take an up-front and hands-on approach to assessing your needs, defining gaps, and helping your team implement the solutions needed for your success.

If you are looking for help taking your business to the next level, transitioning it to the next generation, or just feeling more in control of what's already on your plate, we are here to help.

 
 

Bundled services


Our bundled services are tailored to your practice and structured to adapt as your business evolves and grows.

We have three separate bundled services depending on the services you would like to implement in your practice.

Additional Benefits – Access to the following:

  • Group Events & Webinar Sessions

  • Jambalaya Group Resources

  • Recipes for Success Newsletter

  • Access to our team for reactive solutions

 
 

This is our most popular service and we develop a project plan with a timeline to integrate defined action items into your practice.

Our implementation process sets us apart from other consultants. We tailor this to your needs and could include services from the following areas of our menu:

Project Planning

  • Regular check-ins
  • Track project plan implementation and timeline

Coaching & Training


Practice Management


Business Management


Human Capital Management


In our Jambalaya Group Support Relationship, your team can take advantage of the expertise of our team members and the vast resources we have. (Cost $6,500 - $15,000+)

Our support relationship will include the following:

Access to our team for reactive solutions


Access to our training team for small group reactive Q&A and training support


Access to our human capital team for HR related questions and conflict management:

  • Feedback and recommendations on current Human Capital strategy
  • Compensation review and recommendations
  • Templates for role descriptions, employee reviews and career paths
  • Employee relations:
  • Conflict resolution
  • Separations/exit interviews

Access to our Group Training offering:

  • Emerging Leader Cohort Group
  • Next Generation Business Owner Cohort Group

eMeeting Discounted Rate at $25 per household over $100k


PracticeSource rebate program on financial plans


Jambalaya Group Resources (Box folder with useful templates and resources)


Monthly Recipes for Success Newsletter


Access to all of our Group Events & Webinar Sessions


Marketing Programs and Support:

  • Client Seminar Series
  • Social Media Support & Feedback
  • Support on Marketing Communications
  • Event & Compliance Support
  • Invite Creation & Approval
  • General Marketing Support

 
 

how may we serve you today?


À la carte services




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Practice Management


Efficiencies are key to running a successful practice. Our experienced team will help you implement change and enhancements needed to take you where you want to be.


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Coaching & Training


Our training team is ready to partner with you to ensure new and existing team members obtain the knowledge, skills, and competencies necessary to be successful in their roles.


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Human Capital Management


Finding and keeping the right talent can be a challenge in any practice. We make that easier for you by defining your organizational needs and handling the hiring process.


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Business Management


From valuing your practice to helping you set up a succession plan, our team has the expertise to ensure you’re on the right track to accomplish your goals as a business owner.


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Practice Assessment


Our Jambalaya assessment process takes place over a period of 2-3 months. This process allows us to provide detailed observations and recommendations to help you accomplish your goals.


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