What We Do 

CMK Financial Planning,LLC creates comprehensive financial plans for clients using the latest finacial planning software.
CMK manages client accounts.



How We Do It

We start by listening. We collect data about your current financial situation, your goals and assumptions, and your risk tolerance. Then we suggest strategies to enhance your current plan or create a new plan using financial planning software focused on five areas of financial planning (risk management, retirement planning, investments, tax, and estate planning).
  

What Makes Us Unique

In today's world, specialized education is essential for most fields. Financial planning is no exception. CMK is unique in that our managing-member has a master of science degree in personal financial planning .