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…
CCMI principal and owner Matt Showley, CFP®, AEP®, was interested in the logistics of running a business and financial planning early on, which motivated him…
It’s our pleasure to announce that Kim Benson, CFP®, CPA, has added the Certified Financial Transitionist® (CeFT®) designation to her title. The certification focuses on…
An entrepreneur who buys businesses from retiring owners recently shared his methodology for business valuation with me. The concept of business attractiveness and readiness in…
At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…
“Skip your daily coffee run.” “Pack a lunch.” We’ve all heard money-saving tips like these, and while small, daily practices can save you some money,…
CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…
At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…
We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to…
If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…
