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 FAQ

Atlanta Money Manager, Financial Advisor, Financial Planner

After following CCM on the web and watching videos, I am ready to get started. What is the next step?

You can initiate the process in one of three ways:

  1. An email stating Please email me a client profile.

  2. An email stating I would like to schedule a time to talk.

  3. By completing the short questionnaire below and returning to us via email or fax:

The client profile document can be forwarded to you via email, overnight, U.S. mail, or fax. The client profile document helps us better understand and define your goals, time frames, and risk tolerance.

Money Manager: Interested In Becomming A Client? Next Steps

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