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Viewing and adding Goals in Crescent 360

This guide provides step-by-step instructions on how to view and add goals in your Crescent 360 portal. Together with your Wealth Advisor, we’ll create financial plans to help you meet these goals.

1. Navigate to Crescent 360 using this link on your laptop or mobile device: https://wealth.emaplan.com/ema/CS/Home

2. On your Crescent 360 Home page, look for the Goals section. Click on View All to open the Goals tab.

3. Click “Add Goal”.

4. Select an option. You’ll have an opportunity to edit the name of your goal in the next step

5. Give your goal a name. Then, enter the starting and ending years in which this funding will be needed. Under the Starts and Stops options, you can select other options, such as the year you or your spouse are expecting to retire or when one of your family reaches a certain age.

6. Enter the amount of funding needed for this goal. Remember that if your goal stretches over multiple years, the amount should be entered as the amount needed per year. Click Save to move to the next step.

7. Now, let’s fund this goal. Select the accounts that will be used to fund your goal, whether investment accounts, checking or savings. These accounts don’t need to have the full funding today. This just indicates where the money will be coming from in the future.

8. Once you’ve saved your goal, you can edit the facts of the goal and alter the funding details in the Goals page.

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When your wealth carries complexity, your advisory relationship should carry clarity. 

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.

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Our strategies are grounded in principles that reflect discipline, alignment, and long-term stewardship. We don’t chase market trends, we build durable, value-based plans that evolve with you. Every decision is made to support sustainable wealth, preserve your legacy, and elevate purpose into meaningful impact.

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Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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