Financial planning to address your needs

The fee-only Certified Financial Planner™ professionals at CCMI offer personalized financial planning for business owners during each stage of their business life. During the start up phase, the financial planning focuses on personal and business cash flow planning and budgeting. As the business becomes more profitable, the financial planning encompasses selecting the right type of qualified retirement plan and employment benefits for employees, as well as how to diversify the entrepreneur’s balance sheet with non-business assets. Long before the business owner grows close to their retirement, the financial planning addresses succession planning and various exit strategies. This way, there is plenty of time to analyze which exit plan integrates best with the overall financial goals of the business owner and their family. Planning early for the years beyond their business, allows a business owner to plan for their financial independence from their business.

Get personalized financial planning for your business’ sustainability

Business Finanical PlanningThe fee-only Certified Financial Planner™ professionals at CCMI in San Diego are adept at creating individualized plans that help integrate your personal and business financial lives. We work in your best interest, offering solutions that will grow with your business model for effective wealth creation. It can be difficult to find an advisor that puts you first. With CCMI, you don’t have to worry. We don’t receive compensation from any third parties, nor do we work on commission. We operate with complete transparency and our priority is in helping you.

How financial planning for business owners is worth the effort

A detailed financial plan for a business owner takes time. Having guidance in understanding what needs to take place is the first step to ensure that your business is a healthy springboard to your eventual financial independence. With the CCMI CFP® practitioners as members of your professional advisory team you will receive the right advice when you need it to help perpetuate your business legacy and ensure your financial success.

In addition to fee-only financial plans, which expand as your business grows, some of the fee-only services we offer business owners are:

  • Business Counseling
  • Succession Planning
  • Liquidity Events
  • Family Meeting Facilitation

It’s important to define a practical path for your business’ growth and your own financial fitness. Carefully weighing your goals, at CCMI we offer specific written recommendations and assist with implementing them to help create a positive impact on your business and your net worth. As your business grows, we help you monitor your progress in each area.

We’re here to make sure you are putting the right foot forward to enjoy your best life. With over 40 years of experience in San Diego, we’ve helped business owners and their families look forward to the future. CCMI understands how the right decisions can enhance your business and personal financial longevity.

Take the time to enjoy your life! Let us help you establish the appropriate plans to give you greater financial security and financial freedom! You are invited to call our San Diego office at (619) 298-3993 to schedule a complimentary financial planning consultation to see how CCMI fee-only financial planning service can help create your eventual financial independence.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976