Our Process

Our process gives you confidence to know which course of action is right for you!

Schedule a Conversation

Let’s talk about where you are now and the next steps to make your goals and dreams a reality. Together, we’ll discuss how they align with who you are and what you were meant to do!

Create Your CFC Plan

In this interactive discussion, we’ll create your Cash Flow Confidence Plan, including reviewing your goals, spending habits, projected savings, and future investment needs, all in alignment with your purpose. You’ll leave with both a digital and printed copy of your plan, ready to take the next steps toward your goals.

Implement Your Plan

Implementing the customized plan we created together can provide peace of mind and confidence in your financial future. Our team is ready to manage your investments, advise on insurance, and provide the necessary tools and insight to implement your plan effectively, positioning you to achieve your goals.

As Seen On:

For over twenty five years we have helped individuals, just like you, have confidence in their financial decisions. It’s time your finances became Crystal Clear!

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Follow Crystal on Social Media

Join the conversation! Join Crystal Langdon on social media as she shares her favorite books, insights, and Financial Gems. Understand the thought process behind the Wealth Equation and how it drives your Cash Flow Confidence Plan!