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

What Is Inflation—And Why Is Everyone Talking About It?

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But …

A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they …

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? …

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from …

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