The Financial Planning Process

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. Newsletter & Podcast Archive

At CJM Wealth Advisers, Ltd. we know that the cornerstone of any relationship is trust. Since 1978, our clients have trusted us to provide them with personalized and custom tailored financial planning and wealth management solutions. At CJM Wealth Advisers, Ltd. we provide our clients with a broad array of services designed to simplify the their financial picture and provide them with the piece of mind that comes from partnering with CJM Wealth Advisers, Ltd. Let us show you how our custom tailored financial planning and wealth management strategies can work for you and make your tomorrow more enjoyable.