I look forward to hearing from you!

Interested in becoming a financial planning client

If you're considering a free consultation, please consider a few things.

You won't get free advice during the consultation. The purpose of the appointment is so we can learn what you need and then determine if their is a good fit between us.

We do not offer one time engagements. If you want help with small projects like taxes or college savings, you'll need to become a full retainer client.  Financial planning is an ongoing process, not a one-time event. I devote my time to those committed to organizing ALL their finances so they no longer worry about money.  I've learned that doing anything else just doesn't work and you'll only waste your money.

We can't do the work for you.  I REALLY like helping motivated people and if we work together I will do everything possible so you can achieve anything you want in life.  With that in mind, I can do my part, which is to lead you in the right direction, give you the best advice and motivate and encourage you along the way.  You still have to do your part, which is to follow my suggestions and work at it.

Still interested? OK, if I haven't scared you away, and you still want to schedule a free consultation, then we'll probably work well together and I'd love to meet with you.  Call my office at (805) 722-2942 to schedule a free one hour consultation.  If you prefer, it's often easier to reach me by email.    My email is info @ cjrwm.com You can expect a return phone or email within 24 business hours.  If you do not, than please assume their was a technical problem and please follow-up with me.

Interested in Interviewing Chuck

If you would like to interview me for your publication or program please send an email at info @ cjrwm.com.  I don't use a direct email link on this site to avoid spam.  Please include with your request, the name of the media entity you represent, the deadline for your story, the topic, the circulation or reach, and the demographics of your audience. All requests will be considered as soon as possible.  You can expect a return message within 2-3 business days.

Do you want Chuck to speak at your event?

I'm able to speak 2-3 times per year and those generally book well in advance. I'm available to speak on small business planning, finance related topics, and using social media with your business.  If you would like me to speak at your event, let me know well in advance for consideration. Send an email to info @ cjrwm.com.  I don't use a direct email link on this site to avoid spam. Please include with your request, the name and size of the group, the topic of interest, location and travel accommodations if outside Santa Maria, CA.  You can expect a return message within 2-3 business days.

Phone: 805-722-2942

FAX: 805-800-0603

Email: info @ cjrwm.com

Address: (get directions) 1011 Susan Pl. Santa Maria, CA 93455

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