We often find that the old saying “No one plans to fail, but many fail to plan” is most applicable to business owners regarding their personal finances. CCMI is known for working with business owners. We often find that they first seek financial planning help when they are in the process of exiting their business.
As Brian explains in the video, while CCMI can help during the exit process, we prefer to begin the planning process much earlier as even the most basic business models can entail considerable financial planning complexity. Starting early provides more planning opportunities, and may lead to better outcomes for the business owner.
CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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