Built for financial advisors
Book prospect calls and client reviews without chasing calendars.
Cc Mia on planning, review, referral, and onboarding threads. She finds a time that works and keeps high-value relationships moving.
Client referral
Introduction to a retirement planner
Could we find time for the three of us to talk next week?
Mia
Tuesday at 1:00 PM or Thursday at 9:30 AM work for a three-person call. Please confirm the better option.
The fit
Mia fits the way this work already moves.
Market fit
A fit for advisors in affluent suburbs, retirement markets, college towns, and regional professional hubs.
Team fit
Best for solo CFPs, independent RIAs, and small firms under 10 where the advisor still coordinates reviews and prospect calls.
Inbox drag
The problem isn't the meeting. It's the coordination around it.
- Annual reviews and planning sessions require spouses, advisors, and sometimes outside professionals.
- Referral intros are warm, but scheduling friction slows momentum.
- Premium clients expect prompt coordination without a generic booking link.
What Mia can schedule
Real appointment work, handled from email.
Works in the thread
Your client, vendor, or partner keeps using email. Mia handles scheduling in the same conversation.
Checks the calendar
Mia reads availability, buffers, lead time, and location rules before she replies.
Briefs the day
Every morning, Mia recaps the appointments she helped get on your calendar.
Outcomes
What gets better after Mia joins the thread.
Faster prospect follow-up
Cleaner client review scheduling
Less manual coordination for referral intros
Pricing
First 5 contacts free.
Then choose 25 contacts for $99/month or unlimited for $299/month.
Starter
$99/month
25 contacts per month
Mia keeps working inside your existing inbox and calendar.
Unlimited
Best value$299/month
Unlimited contacts
Mia keeps working inside your existing inbox and calendar.
No card required to start. Your first 5 contacts are free.
Start with five
Try Mia on real financial advisors threads.
Connect Google or Microsoft 365, cc Mia, and let her handle the scheduling — no new app for you or your clients.
Works inside your existing email · No app install for your clients
More use cases