Shouldered AI / For independent financial advisers and small advisory firms
You be the financial adviser. We shoulder the rest.
Your clients pay you for judgment and trust, not for scheduling. Shouldered gives your practice one HQ that books reviews, follows up on paperwork and keeps every client relationship warm. Client data stays in your own system and every recommendation stays yours.
"Annual reviews slip because scheduling is a chore."
Nehemiah at the Operations Desk reaches out to each client when their review is due and books it on your calendar.
"Paperwork stalls and accounts sit unfinished."
Tabitha at the Service Desk tracks every form waiting on a client signature and reminds them until it is done.
"I want more referrals but have no time to ask."
Silas at the Marketing Desk asks happy clients at the right moment and sends the newsletter you approve.
"Compliance worries me with anything automated."
Client data stays in your own system, nothing goes out without your approval and we never give financial advice. We track renewals and reminders for you; the decisions stay with you.
Simon and seven desks of Heroes, working for financial advisers.
Tells you each morning who has a review coming, what paperwork is stuck and which prospects replied.
Books annual and quarterly reviews and prepares the meeting checklist you use.
Follows up on unsigned forms and answers simple questions about meeting times and next steps.
Replies to new prospects and books discovery meetings with you.
Sends the client letters and updates you approve and asks for referrals.
Tracks license renewals, continuing education and any filing dates you set.
Simon runs HQ: all the tech and all the brain power, and the one you talk to. Each of the seven desks is run by a Hero, and Simon directs all seven and answers for them. A person approves what matters, and legal, tax, medical and financial decisions stay with you and your licensed advisers.
Simon's morning note says six clients are due for reviews next month and four already picked a time. Two transfer forms are still waiting on signatures and both clients got a reminder. A prospect from last week's referral booked a discovery call for Friday. You spend the day in meetings, not in your inbox.
An illustration, not a promised result.
Start
Start with the Small HQ (up to 5 seats, 80 hours a month) at $750 a month paid for the year (Founding price: $500, first 50 companies only), plus $1,000 onboarding. Review scheduling, paperwork follow up and referrals are Shouldered first.
Grow
As your book grows, move to Medium for up to 20 seats and 200 hours, so new advisers join a practice where the admin already runs.
Your Hero is here to improve the human. Your HQ, led by Simon, is here to improve your business.
Two prices, and 50 Founding places.
First, what the work costs you today. A full-time office manager runs most small businesses about $4,000 to $5,000 a month with taxes and benefits, and goes home at five. Every call nobody answers is a job that goes to someone else.
Business coaching often costs $5,000 to $7,500 for one session day. HQ does the work every month, with a coach running the Shouldered Way and workshops included. Already have a coach? HQ works alongside them.
Founding 50: of 50 places left. When they are gone, this price closes.
For you
An assistant for one person: mail, chat, calendar, to-dos and contacts. It learns how you work.
- A seat a month
- $25
- Founding price, first 50 only
- $20
- A seat a month. Cancel any time
- No onboarding fee
- It stops where you stop. It does not run a business
Up to five people
5 seats and 80 hours a month. Onboarding $1,000, paid once.
- Paid for the year
- $750
- Month to month
- $1,100
- Founding price, first 50 only
- $500
- Simon and all seven desks
- Starts the work itself
- About $25 a day, paid for the year
- The six-month guarantee
- Arrives in December. Join the founding list now
Six to twenty people
20 seats and 200 hours a month. Onboarding $2,000, paid once.
- Paid for the year
- $1,875
- Month to month
- $2,750
- Founding price, first 50 only
- $1,250
- Everything in Small
- Room to grow without changing plan
- The six-month guarantee
Prices are per month. Only the first 50 companies (the Founding 50) get the Founding price with a two-year commitment, paid yearly by bank transfer, and keep it for as long as they renew. Pay yearly by bank transfer and take 3% off. Onboarding is $1,000 for Small and $2,000 for Medium, paid once, and free at Shouldered events. It is one 1-hour call: technical setup with our technical team first, then your business with our team. The person who sold you HQ joins your onboarding call. Paid for the year, you get a named person who checks in every month. Month to month gets standard support. Twenty-one people and up is built around you. More seats are $25 each (Founding price $20), and more hours $12.50 each; hours count only while HQ is working, like minutes on a phone plan.
Enterprise and government. For large companies and public agencies. Custom plans start at $5,000 a month. Pilots are paid. We start SOC 2 Type 1 work in 2027. Texas agencies: we are working toward TX-RAMP.
If HQ does not complete at least 40 hours of real admin work a month for you in your first six months (100 hours on Medium), tell us by the end of month five and we refund every dollar you paid for the plan.
The onboarding fee is not refunded. The guarantee asks one thing of you: let HQ do its work. Give it the access it needs and review its work in good faith. If our records show you kept declining or blocking the work HQ set out to do, the guarantee does not apply. If we see that happening, we tell you in writing so you can fix it.
The six months start the day HQ goes live for you. The Founding 50 are included. The guarantee covers HQ only, never coach fees.
Does it give investment advice?
Never. Financial decisions stay with you and your clients. It prepares, schedules and tracks.
Where does client data live?
In your own system. HQ works alongside it and only sends what you approve.
Is it compliance certified?
We do not claim compliance certifications. Nothing goes to a client without your approval, and you stay in charge of your firm's rules.
When can I start?
The Hero is available now at $25 a seat a month. HQ launches in December 2026, and the founding list is open today.
What if it does not help?
If HQ does not complete at least 40 hours of real admin work a month for you in your first six months (100 hours on Medium), tell us by the end of month five and we refund every dollar you paid for the plan.
A Christian-run company, and proud of it.
Churches get free Hero seats. When a member's business joins, its church gets an HQ, free.
Simon is named for Simon of Cyrene, who stepped in and shouldered the cross for another. Shouldered takes no outside funding and is open to everyone. The technology comes from the OurWorld group: ten years of work, 60+ engineers, running in 20+ countries.
Pull up a chair.
Start with your Hero today, take a Founding 50 place for HQ, or just come and ask questions in the community.
Founding list
One of the first 50 places. Keep the Founding price as long as you renew.
Hold my place →Your Hero
$25 a seat (Founding price $20). Available now.
Start with your Hero →Telegram
The front door. Talk with us and with owners like you.
Join on Telegram →Or write to Simon: simon@shouldered.com