WE ALSO SERVE LEADERS IN LAW, ACCOUNTING, FINANCE, AND BANKING.
CMG helps leading professionals achieve results similar to leading business families.
Our approach is the same, though the challenges may differ slightly. Because of their success, professionals are often cash-rich and time-poor. They have substantial incomes, but are often too busy generating their incomes to plan their financial future.
We don't assume we know what our clients value. We help them discover that for themselves. CMG supports clients in aligning their financial goals with their values. After a thorough personal and family analysis that employs sophisticated modeling, we develop a detailed financial plan. This plan establishes annual objectives that will result in the clients achieving their goals by their desired timeline.
Along the way, each client enjoys the peace of mind of knowing that they are on track to achieving their financial futures.