Our Commitment to You

At Crescent Capital Planning, every client relationship is built on clear expectations — from both sides. Here's what you can count on from us, and what we ask of you in return. The best planning relationships are built on mutual trust, open communication, and a shared commitment to doing the right thing.

• Ongoing monitoring and regular reviews of your financial plans, accounts, investments, and insurance policies.
• Have your calls and emails returned within two business days (or sooner if the matter is time sensitive).
  
• Access to accurate and timely statements of your accounts — including details related to every transaction — through your custodian.
• Have complicated financial concepts explained in simple English.
  
• Have any errors acknowledged and corrected without delay.
  
• Full disclosure of every commission or fee related to every transaction.
  
• Never receive a recommendation that has not been thoroughly investigated in advance.
  
• Be treated with the utmost respect and integrity at all times.
  
• Receive honest advice and feedback even if it’s hard to hear.
  
• A planning relationship built around your life — not a model portfolio or a product menu.
• An advisor who stays current on developments that affect your financial life and brings relevant insights to you proactively.
• Be fully informed about all strategic decisions regarding your accounts before any change is made.
  
• Carefully guard your privacy and never share your personal information with anyone who is not entitled to it.

• Share your full financial picture with us honestly — your goals, concerns, assets, debts, and anything else that might affect your plan.
• Ask any questions you have about recommendations we make.
  
• Ensure you understand and are comfortable with all strategies, investments, risks, costs and fees associated with your accounts.
  
• Immediately notify us of any changes in your financial situation, and of major life-events such as divorce, loss of a loved one, loss of a job, or other significant occurrence.
  
• Be honest with your advisor about any accounts or investments you have with another firm, or that you personally manage.
  
• Engage with the information and recommendations we share — ask questions, push back, and make sure every decision feels right to you before moving forward.
• Keep yourself informed about important financial issues and discuss these with your advisor.
  
• Let us know if we fail to meet your expectations in any way, or if you don’t understand or agree with any actions we take.