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

What We Will Discuss:

In this initial visit, we’ll dive deep into your values through meaningful discussions, conduct a thorough fact-finding to assess your current financial landscape, and clarify your desired outcomes, all with no obligation to engage our services. We view wealth management as a powerful tool to enhance your overall life, not just handle money, by aligning our shared values to create a partnership built on mutual understanding. Ultimately, you’ll see our team’s profound expertise and commitment to recognizing the true significance of your wealth, empowering you to retire with confidence.

Step 2: Portfolio Diagnostic ►

Watch RetireSHIELD™ TV

In this episode of RetireSHIELD™ TV, Casey A. Marx discusses the life events that led him to creating Crown Haven Wealth Advisors and the RetireSHIELD™ Process, how Crown Haven has had a massive impact on its surrounding community, as well as what sets the RetireSHIELD™ process apart from the (sometimes generic) retirement plans of other advisors.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains the major differences between Retirement Planning and Financial Planning, the different financial phases of retirement, as well as how Crown Haven has been able to transform its clients lives through their trademarked RetireSHIELD™ process.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains his Three Bucket Approach in retirement, why the finance industry is fundamentally flawed, and how using the Three Bucket Approach in his trademarked RetireSHIELD™ Process has been able to transform the lives of his clients.
In this episode of RetireSHIELD™ TV, Casey A. Marx breaks down to his viewers exactly what Secure Income Planning is, why it is absolutely crucial to have it when planning for retirement, and lastly why Crown Haven Wealth Advisors follows the RetireSHIELD™ process when planning retirements for their clients.
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In this episode of RetireSHIELD™ TV, Casey A. Marx discusses the life events that led him to creating Crown Haven Wealth Advisors and the RetireSHIELD™ Process, how Crown Haven has had a massive impact on its surrounding community, as well as what sets the RetireSHIELD™ process apart from the (sometimes generic) retirement plans of other advisors.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains the major differences between Retirement Planning and Financial Planning, the different financial phases of retirement, as well as how Crown Haven has been able to transform its clients lives through their trademarked RetireSHIELD™ process.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains his Three Bucket Approach in retirement, why the finance industry is fundamentally flawed, and how using the Three Bucket Approach in his trademarked RetireSHIELD™ Process has been able to transform the lives of his clients.
In this episode of RetireSHIELD™ TV, Casey A. Marx breaks down to his viewers exactly what Secure Income Planning is, why it is absolutely crucial to have it when planning for retirement, and lastly why Crown Haven Wealth Advisors follows the RetireSHIELD™ process when planning retirements for their clients.
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See WHy Our Clients Are Smiling!

Schedule A Relationship Call