September 2026
Content Proposal

Content built to
bring in clients.

Monthly content system  ·  Instagram, Facebook & LinkedIn  ·  Pace Wealth Advisors

The Package

A price ladder built around your deliverables.

Content creation and editing only, no posting or management included in the base price. Every tier scales the same way: more videos, a better price per video, the same editorial standard throughout, built to read as trustworthy and client-first as a fiduciary practice should, not another generic insurance reel or finance-influencer feed.

Growth
$5,000/mo
$333 avg per video
15 videos/mo  (~3–4/week)
10 Retention Edits  ·  5 Standard Cuts
Authority
$7,000/mo
$292 avg per video
24 videos/mo  (~5–6/week)
16 Retention Edits  ·  8 Standard Cuts

Retention Edits: edited + captions + effects/b-roll + music. Standard Cuts: edited + captions + music. Cost per video drops as you scale up.

Included In Every Tier
Monthly strategy & ideation call, retirement-planning & tax content research, script/topic outlines, content review meeting.
Also Included
Filming direction & shot list, full editing pass, raw + edited files delivered, ready-to-post format.
Posting & Management

Optional, but built to actually get it posted.

Content creation above covers the filming and editing. If you'd rather not touch a scheduler, Full Management stacks on top of any tier.

Full Management
+$1,000/mo

Stacks on top of any Content Package tier above. Built to actually hit a consistent posting cadence without you touching a scheduler.

  • Posting across Instagram, Facebook & LinkedIn
  • Custom posting calendar
  • Caption writing
  • ManyChat setup & management for auto-reply and DM inquiries
  • Monthly analytics & performance review
  • Consultation-focused CTA strategy per post
Recommended starting point: Foundation ($3,500/mo) is the right entry as content-only. Adding Full Management (+$1,000/mo) brings it to $4,500/mo total and solves the posting-consistency problem directly. Growth and Authority are there to scale into once the system is proven.
Terms & Notes

A few things worth noting.

Content Ownership
Full ownership of all delivered video and photo content transfers to Pace Wealth Advisors upon payment each month. I retain the right to feature final pieces in my own portfolio and case studies unless you'd prefer otherwise.
On-Site Filming
Filming happens on-site, at the Puyallup office, client-facing spaces, or around the community events you're already part of, on a schedule set each month. A shot list is sent ahead of every session so time on-site stays efficient. In-person shoot days are billed separately from the content package: a flat day rate for simple talking-head/studio-style shoots, and quoted case-by-case for more involved on-location shoots.
Revisions
One round of revisions included per video. Additional revision rounds are billed at a flat rate per piece, quoted before any extra work begins.
Payment & Term
Billed monthly, due on the 1st. First month due at signing to begin production. Month-to-month, no long-term lock-in, 30 days' notice to cancel or change tiers.
Compliance & Disclosures
Pace Wealth Advisors is a registered investment adviser, so anything referencing investment performance, returns, or specific securities recommendations follows SEC/FINRA marketing rule requirements and gets your compliance sign-off before it goes out. No performance claims, no implied returns, no testimonials without proper disclosure, ever, without your review.
Brand Voice
Every piece is written and cut to match Pace Wealth Advisors' existing tone: approachable, community-rooted, and trustworthy, built around a "retire at your own pace" philosophy. Nothing that reads like a generic insurance ad or a canned finance-influencer account.
Portfolio

Built to get seen.

This isn't about video for video's sake, it's about reach. Every piece below is built to stop the scroll in the first second, hold watch time to the end, and get in front of the Puyallup-area audience who'd actually book a consultation. That's the growth engine Pace Wealth Advisors' content would run on, not just polished footage sitting unwatched. Same standard, every piece.

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Product Breakdown
Product · Comparison
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On-Camera Hook
Talking Head
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Platform Strategy
Brand · Strategy
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Luxury Auto Feature
Lifestyle · Auto
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Before / After Edit
Edit · Before/After
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Lifestyle / Street
Lifestyle
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Italy Travel
Travel · B-roll
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Edit Breakdown
Edit · Breakdown

Let's build content
that earns the first call.

Pace Wealth Advisors already runs on trust, discipline, and a client-first philosophy, retire at your own pace, not the market's. The content should read the same way, credible, warm, and rooted in the Puyallup community you already serve, not like a stock finance ad. I'd like to be the one building that system, starting with a first month that proves it out.