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602-595-7080

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About Cross Financial

Cross Financial offers comprehensive services for our clients. We strive to build a reputation that thrives on a high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From helping to grow your wealth to planning for your family’s future, Cross Financial strives to be one of Phoenix’s most respected names in financial services.

Whether you are experienced or are just starting to manage your portfolio, Cross Financial can help you pursue your goals.

 

Our financial
Advisement Process

Over the 13 years Cross Financial has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Cross Financial. Our goal is to develop a level of trust with our clientele that will provide them with great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to help strengthen it.

Evaluating Financial Status

Cross Financial encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will create a plan to help get you where you want to go.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans align with your needs, we will begin to implement them. This is an exciting part of the process designed to offer long-term results.

Monitoring Portfolio Progress

At its best, working with Cross Financial becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.