Peace of Mind for All We Serve

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We’re here to navigate the confusion and combat the anxiety in understanding your financial unknowns.

By customizing our approach, we offer a tailored experience that addresses your precise requirements and goals.

Investments & Planning

Do you need help getting your finances organized?

Divorce

Let us take the heavy lifting off your plate.

Family Business

Do you have one or more family members who are not aligned on the vision for your business?

Cryptocurrency Education

The financial world is always changing.
Becoming a client

Our Process

01

Introduction

Our first step is to gain a deeper understanding of you, your financial history, personality, objectives, and goals.
02

Discover Your Needs

In this step, we will help you discover your core values and vision for what your ideal life might look like, which helps to build the foundation for a strong financial plan.
03

Strategy and Recommendations

After gaining a thorough understanding of your needs, our team will develop a customized strategy to help you achieve your financial objectives.
04

Implementation

In step four, after confirming that you are content with our proposed strategies, we will assist you in implementing your financial plan.
05

Track Progress

Our team will monitor your progress to ensure that your financial plan remains aligned with your goals by assessing any changes in your life or the market.
“Crossover Capital combines the firepower and resources of a large institution with the nimbleness of a start-up by removing unnecessary layers of corporate red tape, we expect to be able to personalized financial planning and investment conversations with our clients at least monthly”
"We've worked with Alex on how to save for the future for our kids, for my nephews, for my nieces, and ensure that the family is passing things down the correct way, efficiently and tax effectively."
"I was going through a contentious divorce and I was ill-prepared for just about everything going on. Tasha guided me through it and she made it feel effortless every step of the way. "
"I'm lucky to have Alex and Tasha to guide us in the best way forward, financially. Alex and Tasha have helped us consolidate our finances, helped us with cash flow planning, and are always reachable."
"Every decision and every detail is made with the best interest of our clients in mind, that's why we created Crossover Captial."
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