Money Matters

Decision-Making in a Time of Uncertainty

27 May 2021 by: Kim Benson  ,

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial decisions. Kim, who specializes in helping those going through life transitions after obtaining a Certified Financial Transitionist (CeFT®) designation, talks with the founder of the Sudden Money Institute and Financial Transitionist Institute, Susan Bradley. Check out the video below to see how CERTIFIED FINANCIAL PLANNER professionals who have the CeFT® designation can help deal with mental health as we go through the ups and downs of life.

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?

With a strong technical background in corporate financial planning and analysis, a CPA and CERTIFIED FINANCIAL PLANNER™ professional, Kim also specializes in the personal side of financial planning as a Certified Financial Transitionist®. As principal and owner, Kim’s unique skill set helps her relate to clients’ evolving needs and provide clarity around significant life decisions. Kim also specializes in working with current, former and retired employees of Raytheon Technologies (RTX).

More by this Author
Below are additional articles written by this author.

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

As you approach retirement age, a moment may arise when your concerns shift from raising and supporting your children to the care of your aging…