CRAve Life Advisory ProcessSM
Plan and invest wisely—live a better life.
At California Retirement Advisors (CRA), we know you have worked hard to get to where you are today, and you deserve to live the life you CRAve—your one best life. Which is why we have created the CRA Value-Enhanced (CRAve) Life Advisory Process. A Holistic Financial Planning Process.
You benefit from the value of our holistic advisory approach. Through our integrated and ongoing support, our goal is to help you feel truly confident and liberated to enjoy your financial freedom.
The following diagram illustrates the two phases (six steps) of our holistic CRAve Life Advisory process to help you get from where you are today, to where you want to be tomorrow financially. Your advisor can help you get started based upon what you want and need, as discussed during our initial introduction call.
Read below, or click here to learn more and get started.
Ask Questions
Objective: Discuss what matters most to you toward living your very best financial life
Know Where You Stand
Objective: Determine your current comprehensive financial situation.
Create a Custom Strategy
Objective: Develop custom preservation, income and growth solutions.
Experience Financial Life Management
Objective: Detach yourself from ongoing financial concerns with advanced monitoring tools and technology.
Align Your Financial Resources
Objective: Deliver an ongoing financial planning solution - IRA & 401(k), Roth IRA, income, tax, insurance, legacy & estate planning and more.
Implement Your Plan
Objective: Decide which investment strategies you want in your custom plan.
