Boutique fiduciary services Target support for individuals seeking personalized, hourly, project-based fiduciary financial planning and tax preparation, highlighting Clare and Jim’s combined 20+ years of experience and regulatory background to build trust with potential clients.

High-touch tax planning Position as a cost-efficient alternative to大型 firms by emphasizing tailored tax planning and prep for everyday consumers, potentially expanding into small business owners needing integrated tax and financial planning.

Regulatory insight Leverage Jim Iverson’s experience with federal bank regulation to pursue opportunities with clients in regulated industries or those needing compliance-aware financial guidance and risk assessment.

Tech-enabled access Highlight low-volume, high-service model supported by accessible tech stack (Squarespace, WordPress, Microsoft 365) to streamline client onboarding and service delivery, appealing to cost-conscious clients seeking clarity and transparency.

Growth and partnerships With revenue in the low seven figures and a lean team, pursue partnerships with fintechs, CPA networks, and local advisory firms to scale referrals, white-label or co-branded services, and expand client reach.