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

How Diversifying Your Portfolio Can Mitigate Risk

Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market …

Evaluating Your Executive Stock Options

As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of …

The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents. …

The Unique Advantages of Health Savings Accounts

These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals …

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

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