Select Your Admin Tasks
Check the tasks you currently do manually. We'll calculate how much time Christine can save you.
Voice note after meeting: 'Peterson annual review—move $80K from Vanguard bond fund to total market index, max out 401(k) to $23,500, open 529 for grandchild Lily, target retirement date 2031'
45 min/weekAutomatable45 min/weekAutomatable'Draft an email to Mrs. Yamamoto summarizing the tax-loss harvesting opportunities we discussed in September, with the 3 positions I recommended selling'
1h/weekAutomatable1h/weekAutomatablePhoto of the $275 CFP continuing education course receipt and Christine categorizes it under professional development expenses
30 min/weekAutomatable30 min/weekAutomatable'Schedule Q2 reviews for the Peterson, Yamamoto, and Chen families—30 minutes each, mornings only, between April 7 and April 18'
40 min/weekAutomatable40 min/weekAutomatable'Remind me to check in with Mrs. Yamamoto about tax-loss harvesting in November, and send the Chens a birthday note on May 12'
25 min/weekAutomatable25 min/weekAutomatable'Create a meeting summary for the Chen consultation—recommended reducing concentrated AAPL position by 30%, client agreed to review in 2 weeks'
45 min/weekAutomatable45 min/weekAutomatableActual face-to-face or phone conversations
2h/weekManual only2h/weekManual onlyCore professional work that requires your expertise
0 min/weekManual only0 min/weekManual only
6 of 6 automatable tasks selected
Your Time Savings
Per week
4h 5m
Per month
17.7h
Per year
212h
At your rate of $150/hr, that's $31,800 worth of time recovered per year.