FINANCIAL PLANNING
Our financial planning principals have either the Certified Financial Planner or the CPA/PFS designation. One of the principals, John Connell was a co-author of the Touche Ross Personal Financial Management and Investment Workbook. John Connell and Bill Vincent co-authored Harcourt Brace’s Financial Planning for Divorcing Couples. In order to assist our clients in getting better control of their financial lives, we provide services in any or all of the following areas:
- Cash flow planning
- Budgeting and debt management
- Investment planning
- Stock option exercise planning
- Goal funding
- Risk analysis and planning
- Life insurance analysis
- Disability insurance analysis
- Homeowner’s insurance analysis
- Umbrella liability analysis
- Elder care planning
- Estate and gift planning
- Retirement planning
Personal financial planning delivers high quality, highly personalized services, founded on these key elements:
Confidential service: Because it is essential to establish a relationship of trust with our clients, all dealings are kept strictly confidential.
Expertise: CDM’s personal financial planners are widely respected for their broad-based knowledge of personal finance and their expertise in tax and investment planning.
Implementation: The financial planning process looks at a client’s total financial picture and analyzes the inter-relationship of all financial decisions. In doing this, we coordinate and contribute to the work of our client’s other advisors. We are available on a continuing basis to assist clients in implementing planning recommendations.
Objectivity: We are in the business of selling advice only. We accept no referral fees or commissions and sell no investment products. Our advice, therefore, is completely objective and unbiased.
- Flexibility: Personal financial planning features comprehensive or specialized planning for individuals based on the client’s specific needs.
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