Financial Wellness for the Next Generation

Increased financial literacy can help you obtain stronger financial skills, like making sound financial decisions. This can help you meet your personal goals, live a comfortable lifestyle, get out of debt, and ultimately achieve financial independence.   

Peter Anastasian, Managing Director

The CJM NeXt Solution:

CJM NeXt is an exclusive, interactive financial wellness and education program which offers insight into a wide range of money topics. The program consists of three easy phases: Education, Organization and Planning.

Phase 1: Education through Enrich

  • Access to educational content, live Webinars, calculators, financial tools, and even games!
  • Gain confidence and knowledge surrounding various financial issues, like budgeting, repaying student loans, buying a home, and saving for goals.
  • Use the career development section to locate jobs, learn how to write professional cover letters, and discover best practices for networking.
  • Access to special tools like a scholarship search engine, live webinars, and a financial aid coach.

Phase 2: Organization through eMoney

  • Access to an exclusive, online financial organization tool.
  • Create budgets, track spending, and measure progress toward your unique financial goals.
  • Ability to connect all of your accounts for a consolidated view of your complete financial picture.
  • Unlimited, secure document storage – so you never have to worry about losing important paperwork.

Phase 3: Planning through CJM Wealth

  • A complimentary one-on-one meeting with CJM to help you discover your “Why:” your specific financial goals, and a unique plan to achieve those objectives.
  • Receive a customized plan, created using scientific and academic research, that provides a clear framework and timeline that aligns with your goals.
  • Ongoing monitoring of your financial plan to help grow and preserve your wealth.
  • Ability to discuss your ongoing, changing needs with a knowledgeable financial team.

Dream Big. Start Small. Begin Today.

Signing up is completely free for our family of clients and their loved ones.
CJM NeXt Contact Form