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Let’s Create a Life You Love

Beginning Your Journey Towards Peace of Mind

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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.

 

SERVICES

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 A Good Fit Call

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

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Veteran Owned

WITH CSP IT’S SIMPLE

Our Process to Financial Peace

Good Fit Conversation

This is the time to meet with one of our coaches and mutually gauge whether the client and coach can work together. If it feels like a good fit, we will partner together to reach your financial goals.

 

Discovery Meeting

In our Discovery Interview, we will gather data, identify your current financial situation, and examine your philosophy, attitude, and behavior in handling your money.

 

Verification Meeting

This is the time meet with one of our coaches and mutually gauge whether the client and coach can work together. If it feels like a good fit, we will partner together to reach your financial goals.

 

Feasibility Study

We will see which recommendations make sense and implement our agreed-upon strategies. We then complete a written plan of action and create your personalized financial strategy.

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.

Ready to create a life you love?