Money Matters

What Our New Website Means For You

18 Jun 2020 by: Brian Matter 

We redesigned our look and rebuilt our website from the ground up—for you. 

As we constantly look toward the future, we have created an online space that can serve as a hub for you—featuring a modern, intuitive design that will help you navigate to the resources you need and discover information to educate you on your financial journey. 

We Are Here For You

Whether you’re a long-time client, were recently referred to us or if you’ve just found us online through a blog post or Google search, we want your experience on the website to reflect what you also experience in our office—the same friendly faces, with welcoming words and the reliable resources you need to make the best decisions for your unique financial path. 

company photo

Our new site is designed to be a home for you—a place to get the information you need quickly and easily. We’ve made the Client Login easy to access from any page.

On the Client Login page, you can easily access your accounts and documents.

Do you have a specific question, but aren’t sure who to ask? We’ve got that covered, too. Check out this “Who To Contact?” section on the Client Login page.

"who to contact" screenshot from our website

Simpler Navigation and Better Experience

We want to make your experience with us as simple as possible, on any device. Just like when you come into our office, we want you to be comfortable and confident, and quickly receive the answers you need. 

So we have made a few changes, such as:

  • Adding a search feature for just our blog posts, as well as the whole website

"money matters' header screenshot from our website

screenshot of our service fee breakdown, from our website

  • Adding  interactive steps to our planning and wealth management process on the Services page

We’re always looking for ways to modernize while maintaining the high level  of service and the boutique feel CCMI is known for. We hope our new website does just that. In the meantime, if you have any questions or requests for us, please contact us. We’re here for you.

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.
How can we help you?

As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® designee, a Certified Exit Planning Advisor®, and a business owner, Brian specializes in helping business owners navigate their financial lives. In addition to his role as principal and owner, Brian guides clients in investment selection, risk management, estate planning strategies, succession plans, retirement options, and generational wealth planning and also serves as CCMI’s Chief Compliance Officer.

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