When you are planning for retirement — or for other major life events like getting married, buying a house or sending your children to college — you need the same kind of roadmap to get from where you are today to where you’d like to be.
Curt Beyer, president and CEO of CMB Wealth Solutions, has nearly two decades of experience helping clients make educated financial decisions for pursuing the destinations they envision.
With help from Curt, you will identify your starting point: the values and priorities that are most important to you, viewed through the lens of your current financial health (Point A).
You and Curt will pinpoint where you are headed, which is all about your goals for what you would ultimately like your money to do for you (Point B).
And Curt will help you connect the two by creating a personalized plan that’s designed to get you from Point A to Point B.
From money management to planning major purchases to strategizing about the best time to begin taking Social Security, Curt can help you map out every facet of your financial life — with an emphasis on enjoying the journey.
We start the process of creating your personal financial roadmap with a conversation centered on three questions.
We follow a six-step process to create and implement your plan.
Your financial life encompasses much more than your financial plan.