Planning fees, posted the moment you answer.
InvestHER prices its financial plans with Precision Pricing Technology™. Melissa is turning it into software that any advisory firm can license under its own name. Change an answer below and watch the fee re-post.
Prospects never see this board. They receive the finished proposal. Change a rate yourself
Talk with MelissaToday the pricing lives in a WordPress form.
Prospects answer 18 questions at ifsproposals.com and get a priced proposal. It works, and it has three hard limits.
- Every change needs a developerMelissa can't edit a question, a rate or a sentence of the letter herself.
- One advisor onlyThe tool supports a single advisor.
- No way to license itAnother firm would need its own custom build.
The platform keeps her pricing method and removes all three limits.
From answers to a finished proposal.
-
The prospect answers
Each advisor shares a link to the firm's intake. Questions show or hide based on earlier answers, and prices never appear in the form.
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The rates price it
The firm's rates and rules turn the answers into line items and a total. The same answers with the same settings always give the same fee, and no AI touches the pricing.
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The proposal goes out
The firm's letter comes back as a web page and a PDF, delivered the way the firm chose.
Financial planning proposal
| Service | Fee |
|---|---|
| Total planning fee |
Melissa changes it herself.
Today a developer makes every change. On the platform she opens any question, rate, rule or sentence of the letter and edits it in place. New proposals use the change right away, and proposals already sent stay exactly as they were.
Rates
Planning fee on the board
A rule
When investment accounts is 10 or more, set the base plan to $1,800.
Pick "10 or more" on the board to see it apply.
Change log
- No changes yet. Every edit is recorded with the value before and after.
Every firm gets its own board.
InvestHER is the first firm on the platform. Other advisory firms license it under their own brand, with their own questions, rates, rules and proposal letter. Each advisor under a firm gets an intake link of their own, and no firm can see another firm's data.
The first beta group has room for up to 11 advisors or firms. Founding member firms follow once live proposals work.
Larkspur and Ridgeline are sample firms.
Intake link/f/investher/melissa
Same answers, their rates
Melissa's own rates and letter.
Beta-ready by December 18.
The build runs in six phases. Dates are targets from the build plan.
| Phase | What ships | Target |
|---|---|---|
| 1 | Accounts, security and firm separation | Late Oct |
| 2 | The intake and the pricing engine | Nov 6 |
| 3 | Proposals, PDFs and delivery Founding-member sales open | Nov 20 |
| 4 | Melissa's self-serve admin | Dec 4 |
| 5 | Firm and sub-advisor accounts | Dec 11 |
| 6 | Beta launch | Dec 18 |
After launch: QuickBooks and Stripe payments, CRM sync, calendar booking, e-signature, commission splits and two-step sign-in.
Talk with Melissa.
Melissa George founded InvestHER Fiduciary Solutions, the firm behind Precision Pricing Technology™. She's raising money to finish the platform and bring other advisory firms onto it.
Contact details coming soon