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Engagement Overview

Light Package

You’ve moved past the basics. Your organization is growing, your obligations are expanding, and you need a compliance program that keeps pace. The Light package gives you ongoing expert guidance, a risk assessment on a regular cadence, and a 90-day implementation review that makes sure your program is actually landing. It’s compliance that actually works.

Rate

$2,000 / Month

Advisory Hours

Up to 5 Advisory Hours / Month

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What’s Included

1. Accelerated Onboarding & Institutional Baseline

  • 2-week onboarding strategy sprint

  • Policy gap assessment at onboarding

  • 90-day compliance action plan (Broken into 30-day sprints)

 
2. Time-Boxed Advisory & Accountability Cadence

  • Email responses within 1 business day

  • Monthly 30-minute check-in call (Sprint Gates)

  • 90-day implementation check

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3. Governance Maintenance & Executive Assets

  • One compliance report analysis per year

  • Annual policy review with guidance

  • Basic compliance dashboard (refreshed twice yearly)

  • Contract compliance checklist

  • Automated quarterly training and policy review reminders


4. Expansion Incentives & Ecosystem Perks

  • Monthly regulatory newsletter

  • 10% discount on all compliance training courses

  • 15% discount on any flat-fee project

 
5. Advanced Scale Add-Ons

  • KPI strategy call (Available as an add-on)

Ready to Secure Your Compliance?

Start your journey with JMB Compliance today. Whether you need a starter roadmap or a full strategic overhaul, we are here to guide your organization through every step of the regulatory landscape.

Schedule Consultation
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