Let’s Create a Life You Love
Beginning Your Journey Towards Peace of Mind
COMPREHENSIVE FINANCIAL PLANNING AND COACHING
Your Goals. Our Strategies.
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
Coaching
Every year, we will notify you that your annual review is approaching. It is important to meet and make adjustments as needed. The objective is to keep your plan on-track and in alignment with your goals.
Planning
We get a 360° view of your current situation and complete a written plan of action and create your own personalized financial strategy.
Continued Education
Join our monthly webinars to stay up to date on the latest financial news or attend our 8-week, complimentary Financial Foundations Course.
Let´s Work Together
Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. Secure your legacy today.
Insurance
Protect your family, with our help, from the financial consequences of life’s most-unexpected events.
Schedule an Inital Consultation
INVESTING REIMAGINED
American Dream Experience
In the American Dream Experience is an opportunity to discover what academic investing science is, how it works, and how it can help fulfill your life’s purpose. Participants have an opportunity to discover their True Purpose for Money and learn about the empirically-tested academic investing principles that make up our investing methodology, the Matson Method.
WHAT YOU WILL DISCOVER
DOWNLOAD OUR Investor Awareness Guide
Sign up for the latest financial news, webinars, events, and other freebies! We promise not to spam your inbox.
WITH CSP IT’S SIMPLE
Our Process to Financial Peace
Meet and Greet
Send us a message and we’ll back to you to set up an initial consultation to determine if we’re a good fit.
Discovery Interview
We will gather data to identify your current financial situation and examine your philosophy, attitude, and behavior in handling your money.
Feasibility Study
You’ll get a 350 view of your current situation and receive the following reports: Social Security Timing, Tax Clarity, Portfolio Diagnostic, Portfolio Cost Analysis, and Lifetime Analyzer.
Financial Strategy
Once we input your data into Lifetime Analyzer software, we get a 360° view of your current situation. Then we can make adjustments to lead you toward your financial goals.
Ongoing Education
Your financial strategy is a movie and not a snapshot. It is always changing. Therefore, we are committed to your long-term success through ongoing education events and webinars.