Strategic Planning LLC

Your Financial Co-Counsel

Who We Are

We serve as “financial co-counsel” to attorneys and fiduciaries in their quest for financial independence for themselves and for those that depend on them.

Oleg Cross

Managing Member

Tell us what your ideal life looks like – and how we can assist you in planning to get there.

Why Choose Us?

We understand the demands and time commitment practicing attorneys face in serving their clients and growing their practices. Between the practice and business of law, there is often little time left for anything else, and any such remaining time should rightly be devoted to one’s individual pursuits and family. 

We are here to help you reach your financial life goals through:

Insights

Get a Jump Start on Your 2022 Taxes

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on …

4 Tips to Help You Avoid Timing the Market

Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your …

The Benefits and Risks of Income Investing

Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people …

ESOPs: The Basics of Employee Stock Ownership Plans

A company that wants to supplement its employees’ salary with equity compensation can do so in a variety of ways. The most popular is the …

We would love to hear about your dreams for your ideal life.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.