Cash Management

Have you ever sat down at the end of the month, looked at your check register and wondered where all of your hard-earned cash went? That’s why CMC has developed a personal cash management system to help you keep track of your spending and investments to provide you with timely accurate information on your ever-evolving personal financial situation.

Tested, Proven, Cloud Based Technical Tools.
As part of our ongoing personal cash management program, CMC utilizes tested, proven technical tools to streamline your personal bookkeeping and electronic record retention. Using cloud-based technologies, you will have 24/7 access to your financial information including copies of paid bills, credit card statements, bank statements and investment account statements – all in one location. This means that your home office or kitchen table will no longer be littered with bills to pay, stacks of old monthly statements or other types of clutter.

Appropriate Planning Is Key To Personal Cash Management Success.
We know from decades of experience that historical reporting is a critical component to proper personal cash management – it provides you with a benchmark to see how successful you are in achieving your personal financial plan.

CMC can work with you to develop a personal cash management program, including a budget and financial life plan to keep you on track. We work with your existing professional advisors, which typically include an investment advisor and an estate planning attorney, to ensure that we are all on the same page to achieve your personal financial goals.