Based on everything we have gathered, discussed and agreed upon, we will put together a detailed, customized financial plan. This will focus on the scenarios you’ve selected that match your goals as well as various planning considerations for your unique situation. We will send the plan to you for your review and ask that you make note of questions so we can address them in our review meeting.

The final review meeting sets the stage to put our recommendations into action as we review with you the action items we have recommended. These action items will put you on track with your financial planning goals. We will provide you with a detailed list of recommendations so you know what to do next and we are always available to assist when needed.

When you work with CCMI, you don’t have to follow your plan on your own. We are with you when you need us throughout the implementation process. With your MyWealthPlan portal you can also connect your accounts, create a budget, monitor your progress in real-time and alert us to any possible concerns as time unfolds. In addition, our team will periodically stay in touch with you to make sure things are on track.

Once a year we will invite you to meet with us in case any updates are needed. Sometimes it may be several years before any revisions are required. We want to know about any significant changes in your life, such as job transition, marital or personal changes, large purchases, or anything else that might impact your overall financial plan, as well as any new goals or concerns. These periods of change are great opportunities to revisit your financial plan to make sure you continue down the right financial path.

This is our opportunity to get to know one another. We will learn more about you and your financial situation, family, goals, concerns and more. This also gives you an opportunity to learn about how we work and understand the services we offer. This complimentary meeting will take up to an hour and we will ask you to provide some high-level financial information for our discussion.

We are looking forward to moving ahead. Now is the time to review all the details before you engage CCMI as your advisor. Based on our initial conversation, we will present you with a planning proposal that will outline the objectives of working together, clearly list the fees that will apply for our services, and list any additional information we require.

Now it’s time to dive into the specifics of your financial plan. Most importantly we want to get a deeper understanding of your goals so we can create a plan to reach them. To create the most customized financial plan for your future, we want to know what’s truly important to you. We will ask guiding questions that will help us best understand what you want to accomplish as we review your assets, liabilities, income and expenses with you.

At this stage, we will meet with you to review the initial outcome of your financial plan and any alternate scenarios we’ve created for you. We will discuss the outcome of different scenarios and possible adjustments, such as making larger purchases sooner or later, changes in income or expenses projections, or paying off certain debts. We will utilize our MyWealthPlan live modeling software to show you any desired changes in real-time.