Frequently Asked Questions
What does Stoa Park actually do?
I help independent financial-services firms — RIAs, insurance agencies, CPA and lending shops — win more clients and cut back-office work using AI. I find the pain in a paid audit, then build the system.
How does the audit work?
A paid engagement where I map where your practice is losing time, leads, or revenue, and review your current CRM and tech stack. If I can't find a solid build, the audit is fully refundable. If I do, the fee credits straight toward the build.
What if you don't find anything worth building?
Then you get the audit fee back. The risk is on me, not you.
Do you replace our existing CRM/tools?
No — everything I build sits inside what you're already using (Salesforce, Redtail, AgencyBloc, etc.). The goal is less manual work in your existing workflow, not a rip-and-replace.
What does this cost?
The audit is priced upfront and refundable if there's no viable build. Beyond that, pricing depends on what we're solving — you'll get a real number after the audit, not a guess before it.
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