OUR PROCESS

Because financial planning is a life-long process, we believe in establishing life-long relationships with our clients. Our desire is to forge personal trust relationships with each and every client upon which all future interactions will be built. Confidentiality, trust and mutual respect are the three pillars of all our advisor-client relationships, and we hold these values very dear. By design, Crue Invest is a small and intimate business. We make it our business to know all of our clients personally and to engage regularly with them. From our first interactions with our clients we follow a six-step financial planning process which involves the following:

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Crue Invest’s 6-step financial planning procedure.