Sometime ago we made a decision to limit our practice. By doing so, we can make a difference with personal attention and quality time. This also offers our clients the quality of service that facilitates long-term relationships. Simply put…quality versus quantity.

 

With this in mind, we offer a Discovery Interview at no charge. This time would be devoted to determining if your financial situation would benefit from our processes.

 

Prior to the interview we will send you a short confidential form, asking some basic questions. When we meet, we will ask you a series of quality of life questions so we can get an idea of what you would like to accomplish. We will also demonstrate our services through a short interactive power point presentation. Our Discovery Interview lasts about one hour, and we request that both members of a couple participate.

 

The Discovery Interview can be in person or via the internet. We have clients all over the country and meet with them on a regular basis using web technology.

 

To set up a Discovery Interview, call our office: 818 222-4773 or e-mail us at info@ccmiplan.com

Sometime ago we made a decision to limit our practice. By doing so, we can make a difference with personal attention and quality time. This also offers our clients the quality of service that facilitates long-term relationships. Simply put…quality versus quantity.

 

With this in mind, we offer a Discovery Interview at no charge. This time would be devoted to determining if your financial situation would benefit from our processes.

 

Prior to the interview we will send you a short confidential form, asking some basic questions. When we meet, we will ask you a series of quality of life questions so we can get an idea of what you would like to accomplish. We will also demonstrate our services through a short interactive power point presentation. Our Discovery Interview lasts about one hour, and we request that both members of a couple participate.

 

The Discovery Interview can be in person or via the internet. We have clients all over the country and meet with them on a regular basis using web technology.

 

To set up a Discovery Interview, call our office: 818 222-4773 or e-mail us at info@ccmiplan.com