Engagement

Cartographer

For firms ready to build with intention.

Palivon's most comprehensive engagement: everything in Navigator, plus a twelve-month operational roadmap, monthly working sessions and a clear rhythm of planning and review. Built for firms ready to plan and grow with discipline.

Best for

Advisory firms that want both ongoing operational support and a structured plan for the year ahead.

The strategic layer

A twelve-month operational roadmap prepared in the first ninety days.
A two-hour working session each month.
A quarterly directional review and an annual planning session.
A KPI program of four to six operational indicators, reported monthly.
Up to twelve documented procedures a year, with staff training on them.

Everything in Navigator

One sixty-minute operations check-in each month, with a written summary delivered within two business days.
Responses to operational questions within one to two business days.
Up to five small operational improvements each month. Each is a single change to one workflow or system, completed in one working session of roughly two hours.
One written vendor evaluation memo per quarter on a tool you are considering.
Participation in one vendor call a month.
Once a quarter, the summary expands into a written review of the quarter's operational activity and the items to watch next.

A rhythm that fits the firm

The first quarter is spent getting to know the firm: which systems are where, who does what, and where the work gets stuck. That understanding becomes the twelve-month roadmap, and then the monthly cadence settles in. The initial term is six months.

Quarterly reviews in February, May, August and November, outside your busiest months.
Two scheduled out-of-hours sessions per quarter at no charge.

We schedule around your busy season, not through it.

Retainer-client discounts

20% off separately scoped Expeditions for larger initiatives, such as custodian transitions, vendor selection cycles, system migrations and compliance workflow adjustments.
20% off additional Surveyor work undertaken during the active retainer term.
20% off a website build and any major redesign work.
10% off ongoing website management.

Capacity and fit

Palivon is currently taking on a maximum of five active Cartographer relationships. This cap exists to ensure each firm receives the depth of attention and strategic planning required. Inquire to confirm current availability.

Cartographer is designed around how an advisory firm plans its year. For firms outside the RIA space, it starts with a conversation about whether it fits.