“At CFM we genuinely care about the overall well-being of our clients. We pride ourselves on the individual care each client receives. We help our clients do what it takes to help them achieve both their financial and life goals.”
Proposal of our services and identify how our services can help you achieve your goals and objectives.
Upon acceptance of service, meet with an advisor to discuss portfolio options and transfer assets to CFM's management using TD Ameritrade Institutional as the custodian.
Once the transfer process is complete, meet with your CFM advisor to discuss goals, risk tolerance, questions, or concerns. If applicable, begin the financial planning process.
Ongoing communication with a CFM advisor to review investment performance, risk tolerance, life changes, and goals. Meet with us annually, semi-annually, or quarterly to review changes to your situation, questions, concerns, risks, and objectives.
Schedule a Complimentary Phone Call
Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.