SERVICES

GROUP COACHING & EDITING

Group Coaching + Editing

For great financial advisors (and those who work with them!) to stay committed to their video journey through ongoing group coaching and professional video editing.

Essentials

Growth

Premium

🧠 COACHING & STRATEGY

1:1 Strategy Call

Quarterly

Every Other Month

Monthly

Biweekly Group Coaching

Monthly Accountability Session

Unlimited 1:1 Questions via Slack

Project Management

🎬 VIDEO EDITING & PRODUCTION*

Editing Hours

5 hours/m

10 hours/m

15 hours/m

YouTube Thumbnails

Social Media Clips with Captions

📺 YOUTUBE CHANNEL MANAGEMENT (Beta)

Video Uploads

1 video & 2 shorts/m

2 videos & 4 shorts/m

4 videos & 8 shorts/m

SEO-Friendly Titles & Descriptions

Chapters, Tags & Playlists

Scheduling & Optimization

$697/m
3 Spots Left

$1,047/m
2 Spots Left

$1,597/m
1 Spot Left

Essentials: $697/m

COACHING & STRATEGY
1:1 Strategy Call: Every Other Month
Biweekly Group Coaching
Monthly Accountability Session
Unlimited 1:1 Questions via Slack
Project Management

Growth: $1,047/m

Premium: $1,597/m

*Additional Details:

Editing hours reset each month and do not roll over.
Additional video editing and production services will be invoiced separately at $35/hr.
You can change or cancel at any time and will retain access to all services through the end of your paid period.
No refunds.
YouTube Channel management is in beta and will become a premium service in 2026. Pricing is expected to increase after launch.
- Full YouTube management is currently being rolled out. Beta clients will receive white-glove support while we finalize automation and optimization systems.

How Far Do Your Editing Hours Go?

Video complexity and volume vary, but on average, one fully edited video (with short clips, captions, and a thumbnail) takes 3.5 to 5 hours.

If you’re unsure which tier is right for you, we’ll walk you through it during your intro call.

Overages are billed at $35/hour, and you’ll always be notified first—no surprises.

💡 Which Tier Is Right for You

Tier	Choose This If…
Essentials	You’re creating 1 fully produced video per month (with social clips and captions, and a custom thumbnail) and want a simple, supportive structure. Includes: 1 long-form video (3–6 min) with social-ready edits, all supporting assets, and uploaded to YouTube for you. *Need to publish more than one video? Growth may be a better fit.*
Growth	You’re publishing 2+ full videos/month with clips and want help optimizing and posting to YouTube. Includes: Social clips, captions, custom thumbnails, plus optimization and posting to YouTube. *Typically covers 2 full-length videos/month. If you’re publishing weekly, Premier may be a better match.*
Premier	You want weekly video publishing handled for you—from editing and thumbnails to scheduling, and full YouTube channel management and optimization. Includes: 3–4 full-length videos/month depending on complexity.

Tier

Choose This If…

Essentials

You’re creating 1 fully produced video per month (with social clips and captions, and a custom thumbnail) and want a simple, supportive structure.

Includes: 1 long-form video (3–6 min) with social-ready edits, all supporting assets, and uploaded to YouTube for you.

Need to publish more than one video? Growth may be a better fit.

Growth

You’re publishing 2+ full videos/month with clips and want help optimizing and posting to YouTube.

Includes: Social clips, captions, custom thumbnails, plus optimization and posting to YouTube.

Typically covers 2 full-length videos/month. If you’re publishing weekly, Premier may be a better match.

Premier

You want weekly video publishing handled for you—from editing and thumbnails to scheduling, and full YouTube channel management and optimization.

Includes: 3–4 full-length videos/month depending on complexity.

I’ll also guide you to the right tier during our intro call.