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Hey, money managers -
let us make you look, and feel, good.

Seamless integration within your firm or portfolio to add value, save you time and money and do more good.

Professional Firm Retainer

Jonesing for Good seamlessly integrates with your financial advising agency/portfolio, accounting firm, or estate law practice. Through our retainer model, services can be added to your current offerings to attract, retain, and enhance client relationships. We’ll do the work; your firm takes the credit. Increasing your client's giving and community impact is a differentiator to be proud of! Best of all, you save time (and money) by letting us do the work.

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Not into a retainer, no problem. You can directly refer your clients and still feel good.

Complementary
30-minute consultation

Phone

805.234.5982

Email

Connect

  • LinkedIn

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