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.
Get a financial plan customized to your current situation and big-picture goals
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
5-Days to Financial Intelligence
A personal financial crash course on our clients most frequently asked questions.
“Cheryl Campbell is my insurance adviser and much more! She’s honest, trustworthy, and very knowledgeable! If you need financial advice, insurance and help to buy your dream home, call Cheryl!”
– Beata Bloemen, CEO of Beamar Beauty Studio & Academy
“Cheryl is a wealth of information when it comes to financial literacy. She truly cares about all of her clients and doesn't hesitate to go above and beyond to help them succeed. Knowing Cheryl for almost a decade now, she is unwavering in the high standards and values she upholds. Having Cheryl in your corner is a huge asset and very valuable. I can not say enough great things about the level of service and quality of her work as well as the amazing, caring and passionate person she is.”
– Alfonso Salemi, Partner JAAG Properties
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.
A flexible plan
As your earnings and family grows, your priorities will change. We adjust your strategy to match your current circumstance.
Get a full picture of your finances.
Your comprehensive, yet uncomplicated plan will give you a strategy to achieve your present and future financial goals.
Get educated on financial planning
SUBSCRIBE
Fast-track your financial literacy with this mini-course.
Financial lingo and strategies you'll wish you'd known sooner. But don't worry, it's never too late to improve your financial intelligence.
Financial advice is totally free.
Get your questions answered by an expert and find out if you need a financial plan.