Your Journey With Crewscap: our Step-by-Step process
CLEAR. SIMPLE. DEVOTED.
Phase 1: Getting to Know You
- Initial Conversation: Whether through Zoom, a phone call, or an in-person meeting, this is where our relationship begins.
- Orientation: Introduction to Crewscap's approach, philosophy, and services.
- Financial Snapshot: Analysis of your current financial position to lay the groundwork.
- Goal Setting: Identification of your long-term and short-term objectives.
- Data Gathering: Preliminary review of your current investments and essential onboarding paperwork.
- Estimated Duration: 1-2 weeks
- Number of Meetings: 1
Phase 2: Strategy Formulation
- Personalized Analysis: Presentation of an financial & investment strategy tailored to you.
- Expectation Setting: Clarification of the client-advisor relationship.
- New Account Overview: Detailed new account data sheet offered.
- Initial Guidance: Customized advice covering investments, financial planning, and insurance.
- Estimated Duration: 1-2 weeks
- Number of Meetings: 1
Phase 3: Taking Action
- Asset Transition: If needed, begin the process of moving assets.
- Digital Onboarding: DocuSign account opening and introduction to your personalized online dashboard.
- Action Plan: Execute the recommendations stemming from the strategy phase.
- Third-Party Coordination: Work closely with external transfer agents for smooth account transition.
- Estimated Duration: 1-4 weeks
- Number of Meetings: 1-2
Phase 4: Ongoing Oversight
- Constant Monitoring: Continuous oversight of all your accounts and financial strategies.
- Regular Check-Ins: Annual or bi-annual review meetings to assess progress.
- Market Updates: Monthly newsletters from Crews Capital to keep you in the loop.
- Account Management: Regular maintenance and prompt client service as required.
- Estimated Duration: Ongoing