My wife and I enjoy watching Shark Tank were blown away with Julie Busha’s story. We couldn’t resist the urge to share it with all of you. The AMERICAN DREAM is alive and well, folks….
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What kind of planner are you?
I’m obviously biased when discussing the importance of financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to…
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How to Set Your Financial Priorities
In Steven Covey’s book “Seven Habits of Highly Effective People,” I realized that one of his habits (among others) applies particularly well to how we handle our own financial planning. As we always strive to…
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Happy 2nd Anniversary, CWM!
Dear Esteemed Clients and Friends, We hope this letter finds you well and experiencing the financial peace of mind you deserve. On Friday, November 4th, CWM celebrated our second year in business. We want to…
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Dave’s Take on Occupy Wall Street
Angie and I feel extremely blessed to be living the American entrepreneurial dream. We have a shared vision, and are doing whatever it takes both personally and professionally to meet the financial needs of our…
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