snowline automation

Automating workflows for financial planners, financial advisors, and RIAs

Intro call

A free 15-minute introduction

  • Discuss your business automation needs

  • Find out if Snowline is the right solution for you

  • Learn more about pricing and services

Services

Automation Coaching Call

Take your automations to the next level with expert guidance. In this one-hour, fixed-price session, we’ll tackle your challenges—whether it’s troubleshooting a workflow, designing a new automation, or mastering your tools. Get actionable insights tailored to your needs and move forward with confidence.



How it works:

  • One-hour, fixed-price coaching session.

  • Address specific questions or roadblocks in your workflows.

  • Learn how to use tools like Zapier, Airtable, or Make.com more effectively.

  • Price: $250

Automation Consulting

Streamline your operations with custom automation solutions designed for your business. From client onboarding to calendar management to reporting and everything in between, we’ll work together to implement solutions that save you time and money.





How it works:

  • Bring a project or business problem to the table.

  • I'll propose and build a tailored solution to meet your goals.

  • Flexible engagements: one-time projects or ongoing support available.

  • Price: Project Based

Ongoing Maintenance

Automation doesn’t stop after setup. With this monthly retainer, I’ll ensure your workflows stay optimized, address issues before they become problems, and implement any necessary updates. You’ll benefit from peace of mind knowing your systems are in expert hands.




How it works:

  • I sign up for error alerts on your Zapier automations

  • I review errors each week to identify and resolve issues.

  • Includes 15 annual hours for updates, fixes, or meetings. Additional hours may be purchased at $250 / hour

  • Price: $500 / month

Meet Michael Toth

At Snowline Automation, I help financial advisors and RIAs save money and reduce stress by automating their workflows. With a strong foundation in finance and technology from my roles at BlackRock and a fintech startup, I bring a unique perspective to solving operational challenges.My passion for automation began when I launched and fully automated my own eCommerce business, enabling it to generate over $1 million in revenue while running seamlessly in the background. Now, I apply the same strategies to help financial professionals like you streamline operations and focus on what matters most: your clients.Based in Denver, Colorado, Snowline Automation is inspired by my love for the mountains and my commitment to helping businesses reach their peak potential.

Unlock your free guide to smarter workflows

Download Top 5 Automations Every Financial Advisor Needs—a practical guide to saving time, reducing stress, and optimizing your daily operations.By signing up, you'll also receive occasional emails packed with actionable tips, tools, and insights to help you work smarter and scale faster. No spam, just value.

Stuck on Your Workflow? Let’s Fix It Together

For those who prefer to tackle automation themselves but hit the occasional roadblock, book a 1-on-1 coaching session. We'll troubleshoot, strategize, and get you back on track.Price: $250

Tools I Trust to Get the Job Done

I work with your existing tools to create streamlined, scalable workflows. These are some of my favorites.

© 2025 Snowline Automation