Ambitious financial plans that get you the most from life.

SERVICE

Money gives us the freedom to live life on our own schedule, buy back time, and pursue our passions and goals.

But you can't talk wealth into existence. You need a plan.

You're ready to take control of your finances.

But when you go online, you get overwhelmed by all the ways to budget, manage your money, or invest that you log off without making real progress.

Life is busy. You want to be strategic, but you can't find the time to analyze your finances, and you don't know what to prioritize, where to put your money, or how much you need to save.

At CC&Associates, we eliminate your guesswork by delivering a comprehensive financial plan that prepares you for a successful future.

We help you get out of your head by providing an unbiased and professional opinion on how to improve your financial situation and avoid mistakes common to women and families.

An overview on your financial health and a strategy to manage your money to achieve your goals.

What is a financial plan?

Your clarifying financial plan will:

Get your finances in order so you don't have to worry about it.

Help you pay your bills on time to improve your credit score.

Reduce your taxes and grow your money by investing with intention and claiming tax credits.

Protect you from unexpected costs that could detrail you from your goals.

Show where you're over-spending and under-saving.

Visualize what you want for retirement and budget for it

Prevent you from making big purchases you can't afford

Empower you to earn more so you can achieve your goals faster

OUR APPROACH

What to expect from your financial roadmap

A realistic budget

Every financial decision should be within your means. Your plan will have a realistic budget and savings goals that can be adjusted as you earn more.

Habit-building systems

We implement automated savings systems to protect future-you from present-you who wants to spend all the money they earn today.

Strategic investments

Every decision you make has a trade-off. We weigh the pros and cons of your money goals then prioritize what will make you the most money and minimize taxes.