At the Firm
The CCMI team has been hard at work providing documents for our annual custody audit. For those accounts where we connect to an outside account, we have an auditor check annually to confirm everything is in good order. We look to complete this year’s audit before the end of the year.
As a graduate of LEAD San Diego’s Impact program, Brian assists with selecting the charitable organizations that have applied to have pro bono work on projects completed by current class members. Brian spent multiple afternoons meeting with various charities in San Diego, vetting the projects, and narrowing the list to the final five charities that will partner with current LEAD class participants.
The CCMI team enjoyed a lunch out to celebrate Kim’s birthday in November. Kim chose a restaurant close to an ice cream shop she wanted to try. Life’s short—eat dessert first!
The CCMI team and a small group of clients worked an afternoon shift at The San Diego Food Bank Warehouse. (The size of the group was limited due to the food bank’s pandemic-related restrictions.) The team packaged a little over 5,800 pounds of fresh produce during their shift. We enjoyed giving back and helping those in San Diego who are impacted by food insecurity.
Matt Showley represented CCMI at a golf tournament put on by a local accounting firm and he also attended the Estate Planning Council’s year-end planning dinner shortly before the Thanksgiving holiday.
Kim was nominated as a Rising Star finalist for San Diego Magazine’s 2021 Celebrating Women Event. Brian, Kim, and Kim’s husband Tyler attended the event and enjoyed a nice evening celebrating all the wonderful finalists and winners.
Kim attended the 2021 Financial Transition Institute’s Annual Conference virtually. As she continues her path to becoming a Certified Financial Transitionist (CeFT), learning skills and tools to help clients make important decisions during life’s transitions, she really enjoyed meeting others in the CeFT community.
Matt Ryan continues to look for ways to improve our Investment Committee meetings to make them more engaging and productive. The CCMI Investment Committee meets on a monthly basis to discuss the markets and updates (if any) to the portfolios or our strategies.
Tina has been busy preparing and reviewing financial plans for our clients and adjusting investment portfolios as needed. She participated in a conference debrief with the investment team to review the information gathered from our fall conferences and establish action plans for our new ideas going forward.
On the Home Front
Brian’s family enjoyed Thanksgiving with his parents, brother’s family, and grandparents. The food was delicious and all attendees were stuffed! Soccer also continues for the Matter family as Koa (age 9) made the all star team and Emma (age 14) made the freshmen soccer team at her high school.
In the middle of COVID during early spring 2021, Matt Showley and Alex planned a November trip to celebrate a milestone birthday as well as their 15th wedding anniversary, hoping they’d be able to pull it off—and it worked! They traveled to Barcelona, Spain for eight days to enjoy several of their favorite spots from a similar trip for their 10th anniversary. The trip was full of incredible food; wonderful wine; visits to the Picasso Museum and Salvador Dali’s home and art studio; more food; and of course, daily gelato that they earned by walking an average of 13,000 steps per day around town!
Kim and Tyler celebrated two “friends-givings” this year, one being their annual tradition with their close friends and anyone else who needs a place to go. The second took place a week earlier and was done potluck style with their neighbors. They had a good time with friends, enjoying many laughs and delicious food along the way.
Matt Ryan has been trying to get back out on his road bike. He was able to log some miles this month on the weekends and during the week. Matt rode to work a number of times this month from his home in Point Loma.
The highlight of the month for Tina and her family was celebrating a family member’s wedding that had been rescheduled from last year. The wedding ceremony was at The Wedding Bowl in La Jolla with a view that overlooked the ocean and the reception was at Brick in Liberty Station. Both were wonderful venues and a great time was had by all! Tina’s daughters Hanna and Sara were bridesmaids in the wedding and many of their family from Ohio traveled to San Diego for the festivities that were scheduled over several days.
Monica and her family spent time in Wisconsin this month. They attended a Green Bay Packers game and enjoyed cheering for the Pack! The visit also included a day trip to Door County and everyone enjoyed the cool crisp fall season. They visited with family they haven’t seen since 2019 and were thankful for the fun trip.
November was a month of visiting family in small groups for Abby and her clan, who traveled around Southern California to see siblings, cousins, and friends for the holidays. They seemed to celebrate Thanksgiving a few times, with lots of eating and catching up, which was a lot of fun. Abby got to bake and make a few side dishes to add to the meals at each gathering.
In November, Sheila, John, and Anastasia tried to keep active with swimming on Friday evenings at the YMCA and Anastasia finished out her last few weeks of Mid City T-Ball before the holidays. Mid-month, they were able to attend an outdoor “friends-giving” with lots of delicious potluck options. For Thanksgiving week, they went to Disneyland on Wednesday and then drove to Palm Desert to celebrate Thanksgiving with John’s parents. As a bonus, Anastasia is starting to read the Junie B. Jones books by Barbara Park, and her parents are grateful they make her excited to read!
Jessica is busy helping both her daughters practice for their upcoming holiday recitals. Livi is performing a hip-hop dance routine to The Grinch. Gigi is singing Rudolph the Red-Nosed Reindeer for her preschool show. Livi also had a school project to disguise a paper turkey. She chose to make an Elf on the Shelf costume for it and was excited to present her argument on why you should not eat her turkey to her first-grade class. The girls are full of holiday spirit early this year! The family also enjoyed celebrating Jessica’s grandfather’s 86th birthday with a pre-Thanksgiving feast.
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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