Relationship Visit

The initial financial planning Relationship Visit helps you and your team at Crown Haven Wealth Advisors develop an understanding of each other and forms the foundation for all of the work that follows.

Goals & Outcomes:

  • Share our Mission, Vision, and Core Values

  • Explain our Purpose-Based Planning Approach

  • Discuss our RetireSHIELD® Process

  • Identify What Really Matters to You

  • Determine Your Financial Circumstance

  • Establish Your Desired Outcomes

  • Build A Relationship Based on Trust & Shared Values

By creating an open, honest, and trusting environment, we are able to truly understand what your goals are and begin to conceptualize how we can help you attain them.

What We Will Discuss:

We believe in principles. Those who hold principles have a baseline for conduct that are unwavering no matter the circumstance.

We at Crown Haven believe it just as important that you, our prospective client, know exactly what our principles are, and how they relate to how we conduct ourselves in pursuance of your objectives.

In order to hit a target, you must first know where you’re aiming. The goal of our purpose-based planning approach is to hit every single one of your financial targets with ease, giving you peace of mind, so that you can spend your time and energy on the things that matter most in life.

Nobody enjoys getting on a ride if they don’t know what the ride is, where they’re headed or when it’s going to end.

We strive for complete transparency throughout our relationship so that you know exactly where you are at in our process, every step of the way.

You’re not sitting in front of us because you want to look at charts and graphs (Well, maybe some of the engineers are).

You’re sitting in front of us because you want to improve your financial position by way of your wealth management, and by transitive property, improve your life.

That means we need to know what matters to you. Some would call it mission-critical.

Expect us to stay at this stage of our relationship until we feel comfortable that we know because if we don’t know, we can’t help.

Now that we know what matters, we’ll walk you through an easy fact finding exercise to establish a clear understanding of your current financial circumstances.

This simple process provides us a general understanding that serves as the starting point for the deeper analysis our team conducts in preparation for your portfolio diagnostic.

Before the end of our relationship visit, our team will confirm with you your desired outcome(s) as a result of our engagement.

There is no obligation whatsoever that you engage us at this point, however, we must ensure that we have the exact target (or targets) in our sights; as this forms the entire basis of the work that follows.

The reason we call our first visit a relationship visit is because if we choose to work together, ultimately, our values have to be in alignment.

You may notice that we don’t spend a great deal of time talking about money during the first visit, and that is because wealth management isn’t just about your money, it’s about your life.

When we talk about money, on the surface, we are talking about dollars and decimal points – but at the core of the conversation is something much more profound than numbers on a page.

Those dollars and decimal points represent your time and energy; and we view it as our job to help you protect, grow, and sustain your money so you can spend more time and energy on the things that matter to you.

Our ultimate goal at the conclusion of every relationship visit is for you, the client, to feel – but more importantly know – that by coming to Crown Haven, you have found a team of professionals that understand how important your wealth is to you; and have the expertise to provide you with the solutions you’re looking for.

Ready to meet with us? Schedule your financial planning Relationship visit in-person or through a zoom now.

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Investment Advisory Services offered through Crown Haven Wealth Management, LLC
Insurance Products offered through Crown Haven, LLC
Phone: 414.667.7233
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Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.