NAPFA Members

NAPFA Member Discounts

We are pleased to offer, through our Discount Program relationship with The National Association of Personal Financial Advisors, the following Human Resource consulting services and solutions for your firm.

On this page you can learn about the three service models we offer, the special pricing for you as a NAPFA member, download the engagement agreement, or contact us directly.

We look forward to building a mutually beneficial relationship with you! 

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HR Support Program

Our HR Support Program provides your firm the human resource subject matter expertise to establish and maintain compliant employment practices to protect and grow your business successfully while proactively managing your exposure and risk as an employer.

Our HR Support Program is a critical component in establishing a proactive strategy to anticipate and mitigate risk and exposure to employment practice liabilities that result from human resource related issues.

Customized Solutions

Tailored solutions to align your employment practices with your business goals.

We take the time to listen to your needs and advise you on a strategic roadmap to achieve your business goals while mitigating employment practices risk and liability.

– Strategic Planning
– Employee Relations
– Leadership Coaching
and much more…

Risk Assessment

Comprehensive, engaging and collaborative risk assessment of your employment practices.

Mitigating risk and liability is critical for continued sustainable success as you grow your firm. Our risk assessment identifies gaps in compliance and best practices and delivers a strategic roadmap to protect your practice.

NAPFA Member Pricing

We offer three levels of our HR Support Program.  Price listed reflects member discount.



per month

  • 2 hours of telephone / email consultation*
  • HR policy guidance
  • 9am – 5pm Support M-F
  • HR Regulatory Compliance Guidance
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per month

  • All Premium Services
  • Unlimited hours of telephone / email consultation*
  • Benefit Program Guidance
  • Talent Acquisition Program Guidance
  • Customized Employee Handbook for flat $500 fee
Get Started

Member Pricing

We are pleased to provide NAPFA members this special pricing on our customized solutions and risk assessment services.