We often talk with clients about a concept called the "Wealth Equation," a formula we custom-created at CCM. The formula is paired with a process we encourage clients to apply in guiding them through identifying and accomplishing what is most important to them. Applying the Wealth Equation often results in meaningful conversations about life, legacy, priorities, and making a lasting difference in the lives of those who are most important to us. Our recommended reading today comes from Forbes, ... [Continue Reading]
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For nearly 20 years, I’ve had the privilege of working with clients to create financial plans that are designed to help them achieve their life goals. In this time, I have found that experience is the greatest teacher. I have learned so much by going through multiple market cycles and working with a wide variety of individuals and families, each with their unique set of circumstances. Periods marked by significant market volatility and economic uncertainty, most especially the Global Financial ... [Continue Reading]