Designed for individuals or couples who would appreciate knowing a financial fiduciary has a solid understanding of their finances and be able to assist either spouse when called upon.
Individuals may:
▷ Manage their own investments including stocks, bonds, and real estate
▷ Have an existing banker, broker, or advisor they primarily use
Within this program, Crossplan would offer:
▷ General investment consulting services
▷ Willingness to accept and analyze financial documents
▷ Be on stand-by and available to assist when needed
Within this program, Crossplan would NOT Offer:
▷ Direct money management
▷ Direct recommendations
▷ Guarantees
For a $200 first-time payment to CP ($100 annual on-going), individual is offered:
▷ One 60-minute introductory meeting
▷ Annual 60-minute meeting
▷ Reasonable number of phone calls to CP as-needed
▷ Relationship with CrossPlan and our referral network