Three-Phase Client Journey
Phase 1 · Mitigate
CTAA Tax Plan
12-Month Tax Strategy + Quarterly Reviews
$15,000 Y1
$12,000 / year recurring maintenance
240
clients/yr
Phase 2 · Create
Investment Advisory + IAA
Portfolio Architecture + AUM Management
$7,500 design fee
+ tiered AUM fees (0.55%–1.00%)
72
clients/yr
Phase 3 · Maximize
Family CFO Program
Full Financial OS — Coordination + Architecture
$30,000 impl.
$2,000 / month perpetual maintenance
24
clients/yr
Revenue Targets
Annual Revenue by Year
$17,550,000
Year 1
$7.4M
Year 2
$12.5M
Year 3
$17.6M
Phase 1 (Tax)
Phase 2 (IAA)
Phase 3 (CFO)
Recurring vs Total Revenue
Year 1
$2.5M / $7.4M recurring
Year 2
$7.6M / $12.5M recurring
Year 3
$12.7M / $17.6M recurring
Recurring Revenue Mix (Y3)
72%
$12.69M of $17.55M is recurring by steady state
Key Performance Indicators
🎯 New CTAA Clients / Month
Target: 20 / month
📊 Tax Analysis Conversion
%
Target: ≥ 60%
🔄 CTAA Renewal Rate
%
Target: ≥ 85%
⭐ Client NPS Score
Target: ≥ 70
📈 Phase 1→2 Conversion
%
Target: 30%
📈 Phase 2→3 Conversion
%
Target: 33%
💎 AUM Retention Rate
%
Target: ≥ 90%
👑 Family CFO Retention
%
Target: ≥ 95%
Conversion Funnel based on 20 CTAA clients/mo
↓ 60% Tax Analysis Conv.
↓ 30% advance to Phase 2
↓ 33% advance to Phase 3
CRM Pipeline Status
Prospect — Tax
42
Discovery
Qualified — Tax Analysis
28
Sched. Analysis
Active — CTAA
180
Tax Active
Phase 2 Candidate
24
IAA Convo Flagged
Active — IAA
54
Investment Active
Phase 3 Candidate
12
CFO Convo Flagged
Active — Family CFO
18
Full Engagement
Maintenance Only
22
Not Advancing
At Risk
5
⚠️ Action Needed
Churned
8
Former Clients
Communication SLAs
| Client Tier | Routine | Priority | Meeting Notes |
|---|---|---|---|
| ⚡ CTAA Clients | 1 Business Day | 4 Hours (Deadlines) | 24 Hours |
| 📈 IAA Clients | 1 Business Day | 4 Hours (Market) | 24 Hours |
| 👑 Family CFO | 4 Hours | Same Day (Urgent) | 24 Hours |
Phase 2 AUM Fee Schedule
First $1,000,000
Highest tier — core advisory
1.00%
$1M – $3M
Mid tier
0.85%
$3M – $5M
Upper mid
0.70%
$5M+
UHNW — lowest rate
0.55%
Team Structure
DC
Dana Cornell
Advisor / Lead Advisor — Discovery calls, strategy presentations, primary relationships
G
Gregg
Implementation Kingpin — 90-day VIP sprints, coordination calls
R
Ryan
Investment Strategy — Senior advisor, 90-day relationship owner post-onboarding
B
Brandon
Logistics — Docs, scheduling, deliverables
D
Don
Process Management — Front/back end, revenue, pipeline, team oversight
🎯
Tax Strategist
12-month strategy doc, quarterly reviews — CTAA delivery lead
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