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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

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Program offer

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

Contact Us

We’d Love to Hear From You!

At CrossPlan, we strive to have the finest customer service. Being available to answer your questions is very important to us. Please contact us and we will gladly assist you in any way we can.

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Our Offices
Crossplan Money Management
10575 68th Avenue North, Suite B3
Seminole, FL 33772

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Free 2nd Opinion Review

Submit the form provided to schedule a free, 2nd opinion review with one of CrossPlan’s financial advisors. We’ll be happy to explore whether or not we can add substantial value to your investment portfolio.

Approx. 1 hour

What’s Included:

1. Discovery

To understand your situation thoroughly, we’ll discuss your Values & Goals, Assets & Liabilities, Income & Expenses, Hobbies & Interests, Past & Present Advisors

2. Assessment & Planning

We’ll provide you an assessment of your financial health and identify gaps in your personal finance. We’ll also provide a big picture financial plan to close those gaps.

Message received! We will contact you soon to schedule your consultation. Thank you.
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