Does your future hold a significant transition? On the plus side, you may be on the horizon of career advancment, upscaling, or even retiring—congratulations. But some transitions are unwelcome, such as declining health in you or a family member. The worst transitions are forced upon you by death, relationship changes, or employment changes.
Whether your transition is welcome or not, you’ll encounter typical worries and questions. You and those who love you can feel acute uncertainty and worry, which is stressful on health and relationships. How will this pending change affect your savings, investments, assets, family, insurances, home?
Your solutions could make you a hero! or a goat.
Many offer their answers, for a fee. But how do you know who has the best answer? Diane and I prioritize answers from people with experience, love, and integrity.
That’s how people have complimented us. We have served seniors in transition for thirty years. We can help you face your transition because we have learned from hundreds in similar circumstances.
Our logo tells the story. Your life’s climb to your present moment has been upward, but with plenty of ups and downs—like a roller coaster ride. Now you have the opportunity to give yourself a smooth ride. That’s what we do for you.
Through our business, Cross Your Line! LLC, we support you with several services for anyone in transition.
- the most reasonably priced estate plan documents available anywhere.
- high short-term insured interest rates for savers.
- business owners who want transition
- anyone contemplating retirement or job change
We see through the one-dimensional advice of institutionally-trained advisors. Our “database” of what really happens is huge. You are invited to piggyback on the things we have learned.
Reviews
"This program gives you peace of mind that your wishes will be handled the way you want. One location for SEVEN different documents, and the ease of changes, are priceless to me. Thank you, Paul, for making it available to me."
"I attended the Cross Your Line Estate Documents workshp yesterday—very informative and insightful. The Estate Docs software program had lots of useful information, how to quickly and easily deal with a variety of difficult life choices. I was impressed with the variety of options offered, as well as the ability to update documents at no additional charge—because life holds changes "
“When I had to activate my power of attorney, I was hitting brick wall after brick wall with my parents’ financial companies. Months went by—weekly phone calls with no results. My frustration level skyrocketed. At the time I shared an office building with Paul Renfroe who said he could help.
Hesitant at first, I then handed over boxes and boxes of documents. In a few short days he had organized everything—EVERYTHING—on one spreadsheet. We began calling each company, and he knew exactly what to ask the companies for. He was able to stop them from stonewalling me. We got answers quickly, and I immediately had a HUGE sense of relief.
I highly recommend working with Paul Renfroe.”
“Paul Renfroe helped us so much with our estate planning and our trust. We had moved here from Missouri where we had our trust drawn up and needed to update it and change some beneficiaries. His Estate Docs Pro system made it so easy for us. We were very mixed up about how to make the changes, but Paul showed us how to take care of everything. Paul is the best!”
BE THE HERO....not the goat!
If you find your own desires in line with the wisdom we have been given, simply use the form below to start some conversation with us. That’s all you need do, to get the ball rolling.
Paul Renfroe