AI Orchestration & Governance Audit
Inventory the AI you already run, find the gaps, and (for firms) check Reg S-P readiness. Credited toward a sprint.
$7,500
BetterWealth Life Insurance Summit follow-on
Build the brain around your stack.
A 30-day sprint for advisor practices and complex households that want the AI they already run to compound judgment, instead of scattering across tools nobody governs.
What we build
A loop your people can run after I leave.
We start with a workflow that is expensive, repetitive, stuck in one person's head, or scattered across AI tools that don't talk: client review, entity coordination, policy review, document prep, or household follow-through.
- Map of where AI already lives
- Coordination layer across your tools
- Governed review queue + audit trail
- Quality scorecard
- 60-90 day adoption rhythm
- Team or family playbook
The sequence
AI becomes valuable when the work has memory.
01Capture
02Structure
03Prepare
04Approve
05Deliver
06Score
07Reuse
Pricing
Start narrow. Make it real.
Practice Brain Sprint
The 30-day flagship: connect and govern your AI, build the missing loop, and run the adoption period so your people own it.
from $25k
Practice Brain Buildout
The full coordination layer across your stack: multiple loops, governance, and team or household rollout.
from $75k
Fractional AI Architect
Keep the loops coordinated, governed, adopted, and audit-ready. I architect; your people operate.
$5k-$10k/mo
Default first loop
Client review, household coordination, and follow-up.
For advisory and insurance practices, the Reg S-P deadline passed on June 3 and the SEC is now examining AI governance, so the cleanest first loop is usually governed review prep. For complex households, it is often entity, policy, property, and professional coordination. Either way, the loop pulls the context, identifies the next best actions, routes for approval, sends the follow-up, and records what changed, with the audit trail your examiner now asks for.