Designed for individuals or couples who would appreciate a 2nd look at their finances, their current investments or investment track, or perhaps an upcoming financial decision.
Individuals may:
▷ Manage their own investments including stocks, bonds, and real estate
▷ Expect to receive an inheritance, sell a house, or otherwise expect a lump-sum
▷ Desire a review of their finances, budget, and future projections
Within this program, Crossplan would offer:
▷ General investment consulting services
▷ Explanation of various investment account options and strategies
▷ Guidance on choosing between various investment options
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
