We understand that taking the first step toward financial fitness can be overwhelming, and first time investors usually have many questions and concerns. Our First Step Financial Plan is designed specifically for those individuals and families who are investing or beginning the financial planning process for the first time. The First Step Financial Plan model is practical, tactical, and interactive to provide you with answers to your “what if…?” questions.

First Step in Finanical PlanningCCMI can help you learn:

  • How much of your salary you should be saving, spending, sharing, and investing;
  • How you will afford the costs of raising children;
  • How to pay off debt in reasonable timeframe;
  • What types of investment accounts you should have;
  • What types of insurance you should have;
  • How to avoid living paycheck to paycheck; and
  • When you should buy your first home and how much you should spend.

To learn more about our First Step Financial Plan, please call or email Matt Showley (matt@myccmi.com or 619.298.3993).

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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