FINANCIAL PLANNING •
WEALTH MANAGMENT •
FEE-BASED •

23564 CALABASAS ROAD
SUITE 206W
CALABASAS, CA 91302
818.222.4773
INFO@CCMIPLAN.COM

 

 

FINANCIAL PLANNING •
WEALTH MANAGMENT •
FEE-BASED •

23564 CALABASAS ROAD
SUITE 206W
CALABASAS, CA 91302
818.222.4773
INFO@CCMIPLAN.COM

 

Grief Recovery
Grief is a normal and natural reaction to loss of any kind. If you are dealing with a death, divorce, or even the loss of a job, you probably are grieving. Alan B. Ungar CFP, our principle, is a Certified Grief Recovery Specialist. His goal is to help you make critical decisions after determining your quality of life. With GRIEF RECOVERY® training combined with his financial experience, he offers compassion as well as financial wisdom.
 
Go to Critical Capital Process to find out more about how we help to clarify those goals. On our Resources page you will find webinars, books and other resources that are designed to help you even before you choose a financial planner.
 
If you would like to meet with us to find out more about how we can help click here to make an appointment.
Grief is a normal and natural reaction to loss of any kind. If you are dealing with a death, divorce, or even the loss of a job, you probably are grieving. Alan B. Ungar CFP, our principle, is a Certified Grief Recovery Specialist. His goal is to help you make critical decisions after determining your quality of life. With GRIEF RECOVERY® training combined with his financial experience, he offers compassion as well as financial wisdom.
 
Go to Critical Capital Process to find out more about how we help to clarify those goals. On our Resources page you will find webinars, books and other resources that are designed to help you even before you choose a financial planner.
 
If you would like to meet with us to find out more about how we can help click here to make an appointment.
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