We Don't Believe in
Cookie Cutter Advice
Our financial planners work to help you figure out where you want to go and provide the tools and resources to help you get there.
Flexible Solutions for All Your Financial Needs
We offer comprehensive, flat-fee Financial Planning, Tax Preparation and Wealth Management Services.
Our Financial Planning process is all about empowering you with the tools required to make sound financial decisions and achieve your goals.
Although we believe comprehensive planning services are the best value, we do realize that you may need help to resolving a single financial issue.
Our Wealth Management philosophy is to manage your money in low-cost, tax-efficient, globally diversified portfolios for the longer-term.
We provide accurate, and timely tax preparation and consultation services for individuals, families, and small businesses.
How It Works
Meet Your Team
We believe that we both need to get to know one another before either party commits to an on-going financial planning partnership.
Our initial meeting is meant to do just that! We’ll have a casual conversation about what you want to achieve, and how financial planning can help you reach those goals.
Once you become a Crossroads Planning client, we kick off the planning process!
We’ll gather information to understand where you are now, and where you want to go, to start clarifying your goals.
Create Your Roadmap
When traveling, it’s not uncommon to use GPS navigation to take you from your current location to an area that may be unfamiliar.
In the same way, your financial plan is like your financial roadmap that you can work from as you start taking the strategic actions required to reach your goals.
Together, we’ll work through your plan, answer all your questions, and give you guidance at every turn.
You won’t have to go it alone! The Crossroads Planning team will be right by your side at every point in your journey, helping you work on your to-do’s.
We’ll hold you accountable, and empower you to make the right decisions about your life and money.
Review & Pivot
Our regularly scheduled reviews and meetings allow you to check in on your progress and recalibrate if necessary.
During our time together we’ll revisit your goals, celebrate your wins and make course corrections to your plan as needed.
At a Crossroad?
We offer a complimentary phone appointment to describe our services and to see how we can best match your needs. We are an energetic, flexible, and open-minded team ready to work hard for you. If you’re interested in working with us, please feel free to send us an e-mail or schedule an appointment with us today.