Money Matters

OUT & ABOUT – MAY 2023

26 May 2023 by: CCMI 

At the Firm 

We have exciting news to announce!  After over fifteen years in our Mission Valley office, CCMI will be moving to a new location later this year after our lease ends this fall. In late 2022 we began evaluating options to lease or buy new office space to accommodate our growing team and we are pleased to share that we have purchased a larger office space 10 minutes north of our current location. Demolition and remodeling began May 8 and we expect to move in over the summer or early fall. We will share updates on this new office space and look forward to welcoming you when it is complete!

From our inception, CCMI always operated in alignment within established values to best support our clients, our team, and our community. As an initiative to keep our values front and center, a Culture Committee has been launched, led by Kim, Monica, and Tina. This quarter, the focus is on our value of “Strengthening Our Team and Our Community,” which includes exploring team-building activities and ways to increase our impact in our community. We will continue to highlight each of our values through the year as we continue to share what they mean to each of us.

Brian attended the Investments & Wealth Institute’s ACE Academy conference in San Diego in early May. He was able to hear from various industry thought leaders on the direction of the economy and industry as well as gain new ideas to consider improving service for our clients.  One of CCMI’s core values is “We Hold Ourselves Accountable” and part of that is continual learning so we can provide the highest level of service.

As part of Entrepreneur Operating System (EOS) which CCMI started implementing last year, Brian, Matt, and Kim held an offsite planning meeting to identify what goals the team will focus on for the quarter. Team members are then assigned to participate in helping to accomplish the quarterly goal, with regular check-ins along the way. The team enjoys the traction this creates in accomplishing projects throughout the year.

Brian attended the Lights of Lightbridge fundraiser, hosted by Lightbridge Hospice Foundation. Lightbridge Hospice & Palliative Care is a wonderful organization that helps patients and families move through the last stages of life. The Lights of Lightbridge honor and remember the lights in our lives as well as those who have gone above and beyond in serving the community. The funds raised that evening go toward enhancing the care of individuals receiving hospice care by providing therapeutic programs that ease suffering, bring joy, and encourage meaningful moments. 

Brian attended an Entrepreneur’s Organization event where the speaker was Aaron Ralston, the guy who had to cut off his own arm to save himself when he was stuck in a canyon. It was an amazing story of survival but also a story about finding purpose/lessons in the “boulders” of our lives and what is most important to each of us.

CCMI was happy to be a sponsor of Ilan Lael Foundation’s upcoming Open House Tour. Ilan Lael’s mission is to bring art, beauty, and peace to San Diego and the world based on the vision of artist James Hubbell. If you’ve never been to the tour at the Hubbell house in eastern San Diego, it is well worth the trip and tours are available through mid-June.

Matt attended a three-day planning and investment conference with the National Association of Personal Financial Advisors (NAPFA) in San Diego and learned the latest updates on real estate tax planning, asset allocation trends, life and disability insurance, and executive compensation planning.

Kim is officially a member of San Diego Rotary Club 33 and presented her introduction speech in April. She is excited to interact with fellow Rotarians while giving back to the community. Kim enjoys staying connected and is currently scoping out a Rotary committee to join while she continues to attend Estate Planning Council meetings and her Women in Business meetings regularly.

Tina has been busy preparing financial plans and managing portfolios while keeping abreast of issues facing the macroeconomic environment through seminars and thought leaders in the industry. She attended a North County Estate Planning Council meeting to hear a presentation on current developments in legislation and estate planning.

On the Home Front

The Matter family continues to be at sporting events most days of the week, and enjoyed watching Kai’s (age 13) travel baseball team win a one-day tournament (a triple header) with some great baseball. Brian and Nikki also enjoyed planting a spring garden and look forward to a lot of tomatoes, strawberries, and lettuce in their future!

Matt and his wife Alex went to San Antonio, Texas for a long weekend to visit close friends who moved there from San Diego. They enjoyed great food and visited the Riverwalk and several other local sights. One surprising highlight was a local breakfast restaurant that serves tacos and doughnuts, which turned out to make a delicious pairing!

Kim and Tyler took some weekend trips over the past month. One was to Redondo Beach to see a close friend of Kim’s who she met while living in Paris; they met her two little girls and enjoyed spending time with them. They also took a weekend trip to Palm Desert with friends to relax and unwind in the warm sun. They squeezed in a four-mile hike early in the day ahead of the 100-degree heat and enjoyed time by the pool with their friends!

Tina and Dave enjoyed a visit from Tina’s cousin from Ohio. They also spent a weekend in Los Angeles celebrating a niece’s graduation from USC. The Yachting Cup with all the regatta festivities at SDYC was another highlight.

Wedding season has started for the Larsons as they went to their first of four weddings for the year. Cole came home from Colorado to be a groomsman for a childhood friend and Monica and Mike enjoyed the celebration. For Mother’s Day, Monica was celebrated all weekend long and son Alex came to spend the weekend. On Saturday, they went to the Little Italy Farmers Market, had lunch, and watched a movie. After family breakfast on Sunday, Monica spent the afternoon with her mom, sister, and niece. They went on a tour of historical homes in Coronado, which included a nice walk. The busy weekend ended for Monica with flowers and FaceTime with both her sons; it was a very special Mother’s Day!

Abby had a weekend staycation in May with her kids to celebrate her oldest daughter’s birthday and Mother’s Day. Her kids took her out to a nice dinner for Mother’s Day, and her daughter wanted to go hang gliding for her birthday, something no one else would do. The group went on a hike to the Three Sisters Falls near Descanso and enjoyed some time admiring the waterfalls. Abby also got to spend some time in Temecula visiting with old friends. She keeps quite busy with family and friends but wouldn’t have it any other way!

The Hurleys took their girls to see “Matilda” at San Diego Junior Theater over Mother’s Day weekend after Olivia and Jessica finished Roald Dahl’s book together. It was fantastic! Jessica volunteered at Family Art Night for Olivia’s school. Over 400 pieces of student art were on display during the fun-filled evening, which also included art classes and performances. Jessica was also elected as PTA secretary for the upcoming school year and is looking forward to serving the wonderful beach community

The highlight of Katie’s month was when she surprised Ansley by showing up to daycare mid-morning for the Mother’s Day tea. Ansley has been a momma’s girl lately so it was so precious to see her little eyes light up in excitement while she ran over on her chunky little legs to Katie for a big hug! After Ansley gobbled up her treats and juice, she spent the rest of the Mother’s Day tea finding sticks and leaves while Katie spent her time making sure those items didn’t end up in Ansley’s mouth.

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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