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financial services
Designing customized financial solutions. Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions, so that a clear plan is developed to create a life clients and their families have only dreamed of. Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires. Our Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider. We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to live their ideal lives. In every service we provide, it's all about you. From your first initial appointment, to your first investment, to planning for retirement, and every life event in between, we're here for you. We analyze, design, propose, implement and monitor financial objectives through a proprietary process, replacing emotion with focus, discipline, and strategy.
Designing customized financial solutions. Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions, so that a clear plan is developed to create a life clients and their families have only dreamed of. Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires. Our Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider. We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to live their ideal lives. In every service we provide, it's all about you. From your first initial appointment, to your first investment, to planning for retirement, and every life event in between, we're here for you. We analyze, design, propose, implement and monitor financial objectives through a proprietary process, replacing emotion with focus, discipline, and strategy.
ChappelWood Financial Services has been mentioned across 1 podcast.
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FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
