Financial Planning for Single Women & Families with Women
"We specialize in helping women 5-10 years out or into retirement build financial confidence using a comforting and consultative approach. By working in partnership with you, our process for financial planning & investment management will help you get more time and energy back so you can focus on your career, your family, and the next big thing."
Drew Stotler, A.A.M.S.
Founder, Stotler Wealth Management
Let's Put An End To Financial FOMO
Wanting a 2nd Opinion on your current plan or portfolio?
Ready to create your own financial plan?
Tax concerns or going through a big transition?
Get the specific help you need without paying for things you don't need.
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MEET DREW
I'm privileged to fulfill several roles in our clients' lives: financial advisor, business coach, planner, and even therapist at times...but all of those roles exist to enhance their lives, not some firm or Wall Street.
Typically women (and men that are planning with women) that are a few years away from or a few years into retirement find the most value in what we provide.
Why women? I had very strong female influences growing up (and to this day 😉). In my experience women seem to care more about their path toward their goals than their portfolio. They also usually care more about their Return on Life than their Return on Investments. Lastly, most women I've met care more about trust than trading stocks.
Want to see if we're a fit? 🤝
...Just book a free consultation/conversation with me.
You can schedule online, call the office or send us an email to drew.stotler@lpl.com
What is Wealth Management?
There’s some mystique as to what wealth or wealth management is. Wealth management can mean different things to different people.
I believe wealth management means using a consultative approach to identify your most important goals, then developing strategies using money and other financial instruments as a tool to achieve those goals.
Simple enough, right? Well, to put it simply: I help people avoid making mistakes with their money.
Here’s how I think about wealth management:
Dynamic Foundational Financial Planning
We start with your distinct situation and work from there. Your financial plan is customized based on where you are now and what you want for the future.
Ongoing Financial Planning
Initial Plan Creation Fee: $1,200 (paid in the first year only)
Ongoing costs vary by complexity, but here are some averages:
- Single individuals: $250-$400/month
- Couples: $375-$625/month
- Businesses: $650-$800/month
*Discount available if annual cost is paid in full
*You will receive an exact quote after our initial call
*One-time ONLY plan creation fee: $3,000
*Investment Management discount available with financial planning engagement
Investment Management
$0-$500,000 = 1.25%
$500,001-$1,000,000 = 1%
$1,000,001-$2,000,000 = .85%
$2,000,001-$5,000,000 = .50%
$5,000,001-$15,000,000 = .25%
$15,000,001 and above = Negotiable
*You will receive an exact quote after our initial call
*Investment Management discount available with financial planning engagement