Crystal McMahon

Managing Director

CFP®, Enrolled Agent

Arrowroot Advisors

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, Executives, GenX, High Earning First Generation, LGBTQ+, Philanthropists, Physicians & Healthcare, Pre-Retiree, Women & Female Leaders

Major Milestones I Specialize In

Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Divorce Planning, Early Retirement or Financial Independence, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I primarily work with clients in mid- to late-stage career and throughout their lifetimes - some are single, some are married with kids at home, some own businesses, some are retiring - but what they all have in common is their desire to have a CFP on their team to help them navigate the financial challenges life will throw at them. During the planning process, I learn your goals, vision and dreams for the future and help you decide on which path to take. I review your options and test your plan to see how it might handle unexpected risks like the early loss of a loved one, major health issue or a market crash just before (or after) you retire.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.