Working with Andy

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 20-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: Project Kickoff

We’ll meet for a 60-minute kickoff session to dive into your current financial picture. I’ll listen carefully, clarify your goals, and make sure I have everything I need to design the right plan.

You’ll also have time to ask questions and surface any concerns before we begin.

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.

We’ll review your plan together so you leave the session confident, informed, and ready to implement it.

Step 4 (Optional): Periodic Check-Ins

For many clients, the plan itself is all you need — and that’s great!

But if you’d benefit from ongoing reviews of your portfolio or plan, we can schedule periodic check-ins at your preferred frequency (quarterly, semiannual, or annual).

Advice-only Approach

Crewson Financial operates as 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, we 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:

  • Want to optimize their finances and make confident, informed decisions

  • Prefer expert portfolio and planning advice, but like the flexibility to implement 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

  • Want their money working harder, so they can focus on what matters most

Be sure to read my financial and investing beliefs.

Ready to get started?