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.
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.
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.
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 the scope and complexity of the project.