Behind Every Successful Advisory Firm Is a Solid Operational Foundation.

Experienced wealth management support for independent financial advisors who want to spend more time with clients and less time managing workflows, systems, and administrative details.

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SPECIALIZED SUPPORT FOR FINANCIAL ADVISORS

Operations. Systems. Client Service. Peace of Mind.

KC & Co. provides dependable, confidential support with the day-to-day operational needs of your advisory practice. With over 20 years of professional experience and extensive wealth management leadership expertise, I bring a deep understanding of the industry, your clients, and what it takes to keep your business running smoothly.

Operations & Client Service Support

Client onboarding
Account opening support
Ongoing client service workflows
Meeting preparation and follow-up

Content & Communication Support

Client communication templates
Blog writing and content assistance
Meeting preparation
Website updates

CRM & Systems Management

CRM setup, cleanup, and maintenance
Workflow and task automation
Notes and documentation management Organization across platforms

Practice Management & Operations

Task and project coordination
Document organization
Internal reporting support
Ongoing operational management

Process Documentation & SOPs

Standard operating procedures
Recurring process documentation
Internal checklists
Efficiency improvements

Compliance & Regulatory Workflows

Compliance deadline tracking Regulatory documentation coordination Account maintenance support
Review and rebalancing coordination

A Strategic Fit for Growing Advisory Firms.

KC & Co. is a good fit for advisory firms that:

✓ Are independent financial advisors or small advisory firms

✓ Have an established practice and ongoing client base

✓ Need consistent operational support

✓ Value organization, accuracy, and confidentiality

✓ Prefer a steady, long-term support relationship

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Experience You Can Count On

  • "I feel a huge relief. She makes me feel supported which means a lot for a solopreneur having to wear so many hats. Very grateful to have Kassie support the work I do as I couldn't do it without her!”

    -Corey

  • "Kassie is organized and multi-tasks like a pro. I never worried about turning over a project to her. She was always finding ways to improve procedures. She is a driven, goal-oriented person. Also a great communicator.”

    -Sandy

  • “She successfully manages multiple projects simultaneously and has the ability to prioritize and maintain a clear overview of ongoing projects. She ensures nothing falls through the cracks.”

    -Brandy