Money Matters

Out & About – April 2022

28 Apr 2022 by: CCMI 

At the Firm

CCMI filed the latest Client Brochure/ADV and Form CRS compliance forms and sent them to all existing and prospective clients.   

March Madness is now over and the winners of the CCMI Bracket are in! Abby won the men’s tournament bracket and Brian won the women’s tournament bracket. The CCMI team enjoys friendly competition and the March Madness brackets are one of the many competitions the team competes in during the year. Next up: a breakfast cooking competition.

Kim, the past president and membership chair for Women in Business, has been busy reaching out to prospective members. It’s an exciting time, as people in general have been more comfortable meeting in person again. They’ve added several members in the past few months and there continues to be a lot of interest in joining this wonderful group of career-driven women.

Matt Ryan volunteered toward the end of March for Camp Enterprise which is put on by his Rotary Club. This camp is put on to give opportunities to high school juniors who show an interest in learning about the concept of business entrepreneurship and team-building through an agenda-packed three-day offsite camp experience in the mountains of Julian, California. Although Matt wasn’t able to attend the three-day event, he volunteered the first day of the event to help check-in students and administer COVID tests. 

Tina assisted with rebalancing client accounts and is preparing financial plans to help guide clients to and through their retirement years and other life transitions. She has enjoyed spending time with the Investment Committee to develop strategies for client investment portfolios. Continuing education has been a focus for Tina to ensure best and current practices are being implemented.

On the Home Front

The Matter family headed down to an impoverished area of Tijuana to build a house in a day as a project through Brian’s Rotary Club. The residents of the house are chosen through a program that identifies a family in need who meets certain criteria to be selected. The building materials are all onsite and a concrete slab is already poured and ready to build on. By the end of the day, the house is built, including drywall and electrical, the furniture is moved in, and the keys are handed to the family who will now live in the house. The Matter kids enjoyed painting the house, and the boys especially enjoyed going up on the roof to install the shingles with their dad.

The Matters also got away for a few days over spring break to enjoy Disneyland and Disney’s California Adventure. The family experienced many rides that were new since they last went, and the kids all agreed the Star Wars rides were their favorite.

Matt Showley and his family enjoyed a spring break trip to Hawaii, specifically the North Shore of Oahu. The highlight for the family was going zip-lining in the hills overlooking the ocean and through trees and rock formations. The Showleys also went whale watching, took an off-road vehicle tour of a ranch, hiked, snorkeled, and relaxed at the beach.

Kim and Tyler visited Yosemite for the first time, even though they have been in San Diego for over 15 years. They were amazed by how breathtaking the entire park is, and although they bought snow chains in preparation for the trip, they experienced warm and sunny weather and minimal crowds throughout the trip! They ended up doing a total of 31 miles of hiking and 7,000 feet of elevation over three days. They plan to return as there is so much more to see!

The weekends were packed full of adventures for Matt Ryan this past month. He was able to get out for a hike of over six miles in Mission Trails, he took off to Big Bear for a day of skiing, took a trip to Temecula for a baby shower, and was able to play a few nights of beach volleyball. He and his wife Jess also took a long weekend trip to Santa Barbara to celebrate an anniversary and were able to enjoy some wine tasting and riding bikes on the boardwalk.

Tina and Dave hosted a baby shower for Tina’s nephew and his wife, who are expecting their first baby in May. Tina’s sister came from Ohio for the event, so it was a fun weekend!  The yard remodel is finally complete, so the dirt and dust have finally settled.

The Larson family celebrated Mike’s birthday with an afternoon of darts and shuffleboard in late March. The competition was close, with Cole winning shuffleboard and Alex winning at darts. Monica was also happy to celebrate Easter with her family, including attending church and having brunch together (including the grand-dogs).

Abby got to spend Easter weekend with her visiting kids; they had a barbecue and got the chance to catch up with each other’s lives. Everyone is so busy with everyday life that when they get the chance to get together it’s an enjoyable time. There was a small Easter egg hunt for their dog and a couple others in the neighborhood. Abby also got to venture out for a weekend girlfriend trip to Las Vegas. She enjoyed the perfect weather, good dinners out, and time spent with her friends. 

Sheila, John, and Anastasia were busy the last two weeks of March with lots of birthday celebrations. They went to two birthday celebrations for Anastasia’s classmates on March 19 and they all went out for dinner to celebrate Sheila’s birthday on March 22 at Joe’s Crab Shack downtown, with a nice walk through the Convention Center to the Ghirardelli Ice Cream Shop. They finished the month with a Saturday trip to Disneyland, where Anastasia’s favorite part was getting to decorate a cupcake for “Alice’s Wonderland Bakery Unbirthday Party.” With all that excitement in March, they have been relaxing in April, with just a single trip to the San Diego Zoo to check out the new children’s area, which was very cool! 

Jessica has been helping Livi’s school’s PTA prepare for Teacher Staff Appreciation Week to honor the amazing people who give so much to the students. Livi went to Science Camp over spring break, where she learned how to use a budget when buying materials for model boat and plane building projects. She cannot wait to attend again next year! The Hurley family celebrated Easter by making fondue and shabu-shabu to mix it up a bit. The kids still enjoyed the traditional egg hunt.

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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