Our S.O.L.V.E. Approach

The 7 Keys Crescent Capital Planning Process

Discovery – Getting to know you

What’s on your mind?
Values-Conversation
- What’s important to you about money?
Identifying Information
Needs, Goals, & Objectives

Gathering Information AKA The please be patient stage

Getting you organized
Understanding, what’s where

Analyze

Using robust planning tools and collective experience to help transform large amounts of data into actionable insight.

Develop a Plan

Craft a customized financial plan that embodies your values, goals, objectives, wants, and needs.

Presenting the financial plan

Review the customized financial plan in plain simple language that keeps you engaged. We’ll discuss appropriate steps to implement the recommendations

Implement

Time to take action: Facilitate completion of any required forms & documents (new account documents, account transfer forms, various required disclosures, etc). If needed coordinate services with other professionals (ie CPA, Estate Attorney, Realtor, etc).

Review & Benchmark to Goals

Your plan will be reviewed regularly and rebalanced as necessary due to changes in your situation and/or the markets

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