We Believe Your Great Life Starts With A Plan

 
kettlebells-2926339.jpg
 
 

Focused On You

Outside The Box Financial Planning is a fee-only financial planning firm focused on serving the CrossFit Affiliate community.

Fiduciary Care

We act solely in our client's best interest when offering personalized financial advice and take on full responsibility for recommendations we make.

Fee Only

We do not accept any fees or compensation that is contingent on the purchase or sale of a financial product. Our fees are transparent and simple.

 
If you fail to plan, you are planning to fail.
— Benjamin Franklin
kettlebells-2926336.jpg
 

Our Services Are Designed To Help You:

  • Optimize your business and personal income
  • Grow assets and overall net worth
  • Reduce unnecessary personal and business tax
  • Set-up business continuation/exit strategy
  • Plan for retirement/financial independence
  • Organize and simplify your assets and liabilities
  • Build a solid financial foundation
  • Establish proper saving and spending habits
  • Make informed and calculated decisions
  • Provide for your family in case of illness, disability, or death
 
A goal without a plan is just a wish.
— Antoine de Saint-ExupĂ©ry
kettlebells-2926335.jpg