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

It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But …

How to Weather a Market Correction

Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over …

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 …

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

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