Coastal Capital Group

 The application from CCG will be differentiated from the marketplace by its unique perspective and adoption of a “client-first” process. This process empowers the client based on their financial need to make smarter financial choices and to more easily track and reach their stated goals. The application will not rely on an investment strategy beholden to returns as much as it will rely on the allocations of spending and the tracking of income vs. expenses of the client.