Personal Financial Packages

We provide a complimentary initial consultation in order to determine if a client’s needs can be effectively met by our services. The basis and amount of all fees will be detailed and agreed upon before any work commences.

Most Packages Includes the Following…

  • Review of your financial snapshot and documentation
  • Comprehensive and objective examination of your full current financial picture
  • Breaking down and prioritizing your financial goals and challenges
  • Creation of strategy and a plan to meet your financial goals
  • Monthly follow-up Email/Phone/Text support to reassess progress
  • Work with you during the session to develop your customized financial plan
  • Professional accountability partner

Our Financial Planning CONSULTING Packages: Our comprehensive financial planning services and financial coaching are available on a “plan” basis. Fees for a financial plan range considerably depending upon the elements and complexity of the plan.

  • Case Based Packages : We realize that there may be times where you need help to resolve a single financial issue and do not want a concise or comprehensive financial plan due to budget constraints ($100 Hourly Rate).
  • Concise Package : Although we suggest a comprehensive planning services the Concise Financial Plan gives clients a “basic” overview of their current financial position.
  • Comprehensive Planning Package : This packages involves in-depth analysis of the financial factors that impact your goals. Our models allows you to view the entire picture to see how each of your financial pieces are interrelated.

Our Personal Financial COACHING Packages: Our coaching packages provide you with the support and resources you need to overcome obstacles. You can expect to be accepted (not judged), and encouraged.

  • Single Session Package: This option is the most affordable and requires no ongoing commitment. We will review and organize your financial data and ask questions about your priorities, values, and hopes for the future ($100 Hourly Rate).
  • 3-Month Package : This packages includes three (3) personal financial coaching sessions, accountability calls, and a concise financial plan, education, support, and partnership to help you toward your goals.
  • 6-Month Package : This packages includes six (6) personal financial coaching sessions, accountability calls, and a comprehensive financial plan, education, support, and partnership to help you toward your goals.
  • 12-Month Package : This packages includes twelve (12) personal financial coaching sessions, accountability calls, and a comprehensive financial plan, education, support, and partnership to help you toward your goals.

Personal Financial Planning Process

If you have questions about these or other services, please contact Stratela for more information or to schedule a consultation. We will provide an initial conversation and consultation at no charge, other than travel expenses if needed.