Money Matters

Out & About – August 2020

31 Aug 2020 by: CCMI 

At the Firm…

The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July 31 annually. As part of the process, the team agrees upon individual goals for development and identifies projects during the upcoming year. Our team members are all lifelong learners, so the goal setting process is another part in continuing to improve our skills to make sure we deliver the highest quality work for our clients!

Matt Ryan continues to produce video content for our blog posts on our website and for our social media profiles. By following us on Facebook, LinkedIn, Twitter and Instagram, you’ll be able to keep up with all the educational and informational content produced by CCMI.

Monica & Katie attended Schwab’s Solution Conference virtually. They each attended online seminars to further their knowledge on Schwab Digital Tools, which will make forms easier for both the advisor and the client. One of CCMI’s goals is to make things as easy as possible for our clients and digital forms is becoming a part of our foundation.

Matt Showley began his final year on the Board of the Estate Planning Council in the role of Past-President. The Council has met in-person for over 50 years but has been adapting to virtual meetings that will continue through the end of the year.

As President of Women in Business during an unusual year, Kim continues to strategize with other board members to provide meaningful and fun events. August is usually their annual summer soiree and instead they enjoyed a Zoom happy hour. The organization continues to find ways for the members to connect in a safe way while trying to avoid “Zoom fatigue.”

In bitter-sweet news, Katie Williford and her husband Ben have decided to move to Oregon in September. Katie will be leaving CCMI to pursue her passion, which is coaching lacrosse. Katie has been the girl’s lacrosse coach at Grossmont High School for many years and will now move up to the college ranks and coach at a small Christian college in Salem, Oregon while also pursuing a master’s degree. We will greatly miss Katie and are so thankful to have her as part of the CCMI family for the past 4 years and we wish her great success in Oregon.

On the Home Front…

Brian, his wife Nikki, and their children, Emma (age 13), Kai (11) and Koa (8) enjoyed a vacation in late July and early August. While they were originally scheduled to travel to Alaska this summer, given the coronavirus they decided to keep their travel more regional and control their environment. The Matter family enjoyed a camping trip which took them to Lassen Volcanic National Park, Crater Lake National Park, Redwoods National Park, a few other state parks, and other adventures along the way. Highlights included swimming in mountain lakes, sandboarding on the Oregon coastal dunes, a multi-day whitewater rafting trip down the Rogue River in Oregon, catching frogs/snakes/banana slugs, tidepools, hiking in beautiful places, and spending quality family time. Along the way they were able to socially distance and play it safe while enjoying the outdoors.

Matt Ryan took on a home improvement project and completely replaced his kitchen backsplash. Matt says that with every home improvement project he takes on, he always underestimates the time and energy that goes into it. It was a good learning experience and he is happy with how the DIY project turned out. The goal was to brighten up the kitchen and the goal was accomplished. Matt Ryan and his wife Jessica also attended a friend’s wedding this month. The wedding was here in San Diego and a big effort was given to abide by the social distancing guidelines to make it a safe environment to celebrate.

Matt Showley and his family have been enjoying the last days of summer before (remote) school begins for the kids. Their home remodel is underway and it is exciting to see how things transform so quickly, but still a long way to go. Matt was able to get out on the golf course with friends for the first time in a while in late August which was a lot of fun.

Katie and Ben have had an interesting August. They celebrated their anniversary; however, it was overshadowed by the passing of Katie’s grandmother. Her grandmother was the matriarch of the family and everyone gathered together, with appropriate social distancing, in her honor.

Sheila, John and Anastasia were able to get away for two camping trips in August. The first weekend was spent at their neighbor’s property on Palomar Mountain and Anastasia’s friend and her dad joined them for a socially-distanced camping experience and hike around Doane Pond. In mid-August they camped on Big Bear mountain and on their way there they couldn’t believe how different the climate was — the temperature dropped almost 30 degrees and there were lightning storms in the distance! It ended up being perfect camping weather and it was nice, relaxing time. The family is now getting ready for Anastasia to start kindergarten on August 31 and they are all trying to be flexible with this new way of attending school.

Monica and Mike continue to work on projects around the house. Mike finished his garage workshop by installing a dust collection system. Monica’s brothers have taken advantage of the space and tools and can be found on the weekends with Mike doing various woodworking projects. To keep busy, Monica has done some remote cooking classes and is spending the weekends trying out new recipes.

Kim and Tyler spent much of August on home improvement projects, some planned and some out of necessity. Most of them in their backyard and include replacing part of their fence, re-staining their deck and getting new trees to replace the bamboo that they originally thought was a good idea! While the month of August hasn’t been too exciting for the Bensons, they are grateful to be able to work from home and tackle these projects with little disruption.

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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