Process
At Crewson Financial, the process is simple, transparent, and built around your goals. Here’s how we’ll work together.
Step 1: Explore Fit
You’ll start by completing a short form summarizing your situation and objectives.
Then we’ll schedule a complimentary 30-minute intro call to see if we’re a good mutual match.
If we’re aligned, we’ll execute an agreement that clearly outlines project deliverables and fees — no surprises.
Step 2: Share Data
You will take a short risk-tolerance questionnaire and upload key data to a secure shared drive (e.g. most recent financial statements, tax return, insurance policies, etc.) This information serves as the basis for our work together.
Step 3: Plan Creation & Delivery
Behind the scenes, I’ll analyze your situation and craft a custom financial plan designed to optimize your financial life and set you up for success.
If one spouse is the primary driver of the engagement, I offer an optional preliminary review with that person first. After finalizing any loose ends, we’ll do a final review with both spouses (if applicable).
You’ll leave the session confident, informed, and ready to implement the plan.
Step 4 (Optional): Ongoing Advisory
For many clients, the initial blueprint is all you need — and that’s great!
If you would benefit from ongoing reviews of your portfolio and plan, my ongoing advisory services are available to keep you on track.
Advice-only Approach
Crewson Financial is an advice-only firm. That means:
You receive a written, personalized financial plan with clear analysis and recommendations.
You pay a transparent, one-time fee for Steps 1–3 above.
Unlike many advisors, I don’t:
Manage your investments or execute trades
Sell products
Charge ongoing assets-under-management (AUM) fees
Deduct fees directly from your accounts
This structure minimizes conflicts of interest and keeps the focus exactly where it belongs — on you.
Are we a match?
Crewson Financial is designed for people who:
Understands that optimizations can compound to significant sums over the long-term
Prefer expert advice, but are confident implement recommendations on their own
Value transparent, one-time pricing and dislike hidden, ongoing fees
Want unbiased recommendations — no products, no commissions, no hidden agenda
Care about efficiency and hate wasting money unnecessarily
Value the chance to ask questions and understand the “why” behind every recommendation
Be sure to read my financial and investing beliefs.