Plan
We believe the PLAN should be COLLABORATIVE PLANNING. Collaborative planning is different than just having a plan. A plan is a one-time event. It only allows for the variables that you assign to it at that moment. It evaluates constants and draws linear conclusions. Collaborative planning is quite different than a plan. Collaborative planning is a dynamic process, that when combined with active investment management, creates the ability to adapt to ever-changing variables. This is the key to success.
Traditional Plan/Online Calculator
- Gather current data
- Input data to static plan
- Crunch the numbers
- Provide the answer
- Repeat process the next time you feel curious or uncomfortable
CPM Collaborative Planning
- Seek to understand what is important to you
- Define Needs, Wants, and Wishes
- Assess current life and financial situation
- Evaluate current income and expenses
- Evaluate current investments and Risk versus Reward
- Create a dynamic, ongoing planning process specifically for you
- Continue to assess progress to keep you on track for your desired success
- Incorporate adaptable investment strategy to accomplish goals