How We Help You Plan with Purpose
At Cross Roads, we provide a full range of financial services to help you grow, protect, and transition your wealth. While every client situation is unique, our work typically centers on two key areas: Wealth & Investment Planning and Divorce Financial Planning. Each service we offer is tailored to your life goals and supported by decades of experience and proven strategies.
Wealth & Investment Planning
Retirement income, portfolio management, tax strategies & more.
Divorce Financial Planning
Financial clarity durring divorce: property division, budgeting, and tax impact.
Below, you’ll find a full list of the services we offer. Each one is tailored to your unique goals, whether you’re building wealth, planning for retirement, or navigating a major life transition.
Investment Management
Build a diversified portfolio aligned with your goals, time horizon, and risk tolerance. We manage your investments with a long-term, strategic focus designed to weather market cycles and pursue consistent growth.
Financial Planning
Get a clear, actionable roadmap for your finances. From budgeting and cash flow to retirement projections and debt management, our planning process helps ensure every piece of your financial life is working together.
Retirement Planning
Retirement should feel rewarding, not uncertain. We help you determine how much you’ll need, identify any gaps, and implement a plan to sustain your income and lifestyle throughout retirement.
Divorce Financial Planning
Going through a divorce? As a Certified Divorce Financial Analyst® (CDFA®), I provide financial clarity and support throughout the process—helping you make confident, informed decisions during a major life transition.
Estate & Legacy Planning
Your wealth is part of your legacy. We help you prepare for the future with strategies to protect your assets, minimize tax impact, and ensure your wishes are carried out efficiently and thoughtfully.
Tax Planning Strategies
We look for proactive ways to reduce your tax burden through investment choices, distribution strategies, and coordination with your CPA or estate attorney.
Serving Individuals Facing Life Changes
From divorce to career changes to retirement, many of our clients come to us during seasons of change. We bring clarity and stability through a process built around education, trust, and long-term partnership.