1. Purpose of Engagement
We are pleased that you have chosen Strategos Group as your partner in building clarity and confidence around your financial and family planning decisions. This agreement outlines the scope, terms, and structure of our engagement together.
Strategos Group provides fee-for-service, product-free advice, ensuring every recommendation is objective and in your best interest.
2. Scope of Services
Our work together may include one or more of the following service areas:
Comprehensive Financial Planning – integrated cash flow, tax estimates, investment, insurance, retirement, and estate planning.
Family & Legacy Planning – guidance on family continuity, governance, and intergenerational wealth transfer.
Business & Succession Planning – strategic transition planning for business owners, including valuation support, exit, and next-generation readiness.
Strategic Advisory – project-based consulting for corporations or family enterprises (e.g., capital strategy, governance design, or scenario analysis).
Ongoing Guidance – periodic reviews and implementation support to ensure your plan remains aligned with evolving goals.
Each engagement is customized to your circumstances, with defined milestones and deliverables established at the outset.
3. Engagement Duration
The engagement begins upon signing this agreement and receipt of the initial retainer. It will remain in effect until completion of the defined scope or termination by either party. Either party may end the engagement at any time with written notice.
4. Fee Structure
Strategos Group operates on a transparent, fee-only basis.
Initial Financial Plan: A flat fee of $1,750 applies for a comprehensive financial plan for an individual or family household. This includes analysis, recommendations, and a personalized roadmap delivered through our secure client portal.
Extended or Complex Planning: For additional family generations, corporate entities, or advanced planning needs, time will be billed at $250/hour, with an estimate provided in advance.
Ongoing Services: After plan delivery, ongoing meetings, reviews, or additional project work are billed at $250/hour. Typical cadence includes:
Light check-ins every 6–12 months, and
Comprehensive reviews every 2–3 years or at major life events.
5. Onboarding Process
Engagement Letter signed and agreed upon.
Client portal access created for secure document sharing.
Deposit (50% of planning fee) received.
Strategos Group begins the analysis and plan development.
6. Payment Terms
Final invoices are issued upon completion of deliverables or at agreed milestones.
Payment is due upon receipt.
If we are unable to deliver our services within a reasonable timeframe, any deposit will be refunded.
Preferred payment method: Electronic Funds Transfer (EFT).
7. Client Responsibilities
To ensure accuracy and timeliness of your plan, you agree to:
Provide all relevant financial information and documentation promptly.
Participate in scheduled meetings and provide timely feedback.
Notify us of any major life, business, or financial changes affecting your plan.
8. Confidentiality
All information shared with Strategos Group will remain strictly confidential and used only for the purposes of this engagement.
9. Acknowledgment
We value the trust you place in us and are committed to providing thoughtful, transparent advice designed to help you achieve clarity and confidence in your financial and family decisions.
By signing below, you acknowledge and agree to the terms outlined above.
