How We Do It

We like to keep it simple at C.C.G. As illustrated in the diagram above, you (our client) come to us (the proactive planning team), and we help you navigate our Virtual Family Office of professionals to assemble a crew of the right professionals for your needs. Most of our clients arrive thinking they need one thing done, only to realize that other issues are actually causing the problem. That’s where our Planning Process comes into play.

The Planning Process

Imagine this: A patient walks into a doctor’s office and tells the doctor, “I need a bottle of painkillers, three rounds of antibiotics, a set of crutches, and a referral to an acupuncturist.” What would you call a doctor who obeyed those requests, no questions asked? You can come up with plenty of names, but you’d probably call him a quack. So much of the financial services industry is full of order-takers. We don’t work that way. Our five-step process helps us uncover the symptoms, the underlying problems, and the prophylactics to avoid financial pitfalls in the future. Let’s face it: you probably weren’t taught how to retire, take advantage of all the tax breaks you’re rightfully entitled to, or make your company go public. No matter how big or small the need, we will uncover it and guide you through the solution.

1) Diagnose

2) Explore

3) Deep Dive

4) Educate

5) Implement