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Stratton Advisors
provides three levels of financial planning services.
An initial
introductory meeting usually occurs at no charge to help both
of us determine the right next steps.
Financial
Life Review
Stratton Advisors
offers the Financial Life Review to help you focus more on living
your life and less on worrying about money matters. You will
find out where you stand now and what stage of the financial
lifecycle you are in. Linda Stratton will help you identify and
address your biggest financial concerns and give you written
recommendations to help you move forward.
The Financial
Life Review addresses your immediate financial issues and gives
you 30 days to follow up by phone with any questions. The review
is offered at a one time fee. The two hour review may also be
an introduction to a full service relationship with Stratton
Advisors. We can discuss your next steps at the end of the appointment.
Full Service
Retainer
Ongoing peace
of mind is the advantage of the Full Service Retainer. The Full
Service Retainer with Stratton Advisors supports your financial
life throughout the year. The retainer serves you with structured,
comprehensive financial and tax planning and tax preparation.
The open retainer enables you to check in at any time when you
have questions or new challenges come up in your life. The retainer
is offered at an annual fee that is based on your income, the
amount of your assets, and the complexity of your situation.
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It Depends on
Your Needs
- The
Financial Life Review is an overview of your financial progress
and a review of specific aspects of your financial situation.
The review is your initial experience of working with Stratton
Advisors. The Full Service Retainer is a long-term relationship
with Stratton Advisors to help you stay on track to reach your
goals. |
Limited Retainer
In some cases,
you might have specific planning issues that require customized
services. Stratton Advisors offers a limited retainer option
that goes beyond the Financial Life Review because it requires
extensive research and more than one appointment. The fee is
determined by evaluation the scope and complexity of the project. |
