Planning

cmmfinancial_planning

Financial Planning is a blue print serving as a strategic plan in forward thinking to achieve your goals, CMM Financial Consultants will discuss your current station in life and where you want to be. We will develop a partnership that best fits your needs, as well as discuss and follow up with you on your progress to keep you on track toward your goals.

It is our goal to provide you with sound financial advice that you can use to empower and improve your financial situations.  In these economic times, some of us are experiencing hardships and shortfalls.  Most economists, financial gurus and CMM Financial Consultants recommend having at minimum one year of liquid savings in an emergency fund for unexpected life mishaps (loss of employment, illness, deaths, and emergencies, etc…).  Through adequate financial planning, it can reduce the burdens that can arise.

Financial Planning involves proper timing of your economic decisions. CMM Financial Consultants will review your portfolio to make sure you are protecting your family and yourself.  It is imperative to have financial planning in the present to be best prepared for the future.

CMM Financial Consultants will provide you will the necessary tools to get started on your definitive financial plan with a strict sense of confidentiality at all times.

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Connie Morris-Moore
CEO of CMM Financial Consultants