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Our Process

The Continuum Planning Process  

We have used our planning map since CCA's earliest days; we believe in the importance of helping you articulate what matters most to you. The Discovery process helps you identify the "Why", prioritize your goals, and help us get to know you. The Planning phase is where we integrate some tools & tactics and create a road map. After we Implement every plan, we continuously Review and monitor it to ensure all objectives are being met. 

The 5 Modules

The 5 Modules are the core planning areas that we work through with each of our clients. All too often people focus on one planning area without paying attention to how it can affect your whole financial life. Our planning process is holistic, which means we take an integrated look at someones complete financial picture. 

Estate Planning

Health & Wealth 

Tax Planning

Investment Management

Retirement Income