Customized Financial Planning
The Stratos is committed to being a valuable resource to assist in advisors’ growth and development for their individual financial planning practice. The planning department is available to create customized comprehensive financial plans, modular plans, provide education on financial planning topics, software support and guidance.
We provide customized comprehensive financial plans for advisors’ clients in the areas of cash flow management, investment planning, asset protection, retirement planning, education planning, risk management and estate planning through our Flat Fee Financial Planning Program as well as our Hourly Consulting Program.
The comprehensive financial planning process begins after we receive the necessary documentation regarding your client’s current situation and financial planning goals. Discovery and identification of issues will be identified as well as opportunities and a course of correction through a personalized executive summary that is created with each customized financial plan.
We utilize premier financial planning software which offers account aggregation, modular and comprehensive financial planning, client website and an online facility that helps keep track of valuable documents. In addition to the planning capabilities, the software also provides practice management services that allows advisors to monitor their clients’ financial situation in real time, track changes in assets/networks, and prepare annual reviews and set alerts and alarms for specific items.
The combination of Stratos Financial Planning Department and the robust planning software we utilize will provide you with the resources and tools to build a successful financial planning practice. We strive to help advisors maximize planning efficiencies within their practice while providing value added support.
Pamela Bennett has been with Stratos since December 2016. She is responsible for the management of the financial planning programs offered through SWP and the development of customized financial plans that Stratos builds on their clients’ behalf. Pamela has a Bachelor’s of Business Administration from Davenport University. She is a Para Planner working towards her CERTIFIED FINANCIAL PLANNER™ designation.
Pamela has over 20 years’ experience in the financial services industry. She previously held a multitude of roles with banks in the Detroit area providing Corporate Trust services. She then began providing client service to boutique RIAs, bringing a combined focus on operational efficiencies and relationship building. In these roles she saw the positive impact comprehensive financial planning has on client relationships and outcomes. She brings a dedication to providing advisors the best support possible for growing and developing their financial planning practices.
Spare time is spent with her husband, dog, and two cats. She reads, hikes, and indulges in Netflix binges. When lucky enough, she travels.