Securing your Financial Future one Nest at a Time.

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Personal Organizer App

Start with aggregating all your accounts and bills in one place, track how and when your your money is spent, with bank level security to keep your information safe.

Marketplace

Your personal marketplace. Shop for essential insurance, banking, security, retail, and other products at your CBA special rates. Keep an eye out for deals delivered right to your inbox!

VIRTUAL EDUCATION EVENTS

Stay tuned for regular webinars, videos, and special events. Some will be financial, others will be for your over wellness, and others just for your enjoyment! Are ready for Cooking Classes?

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One for One

CBA and JA - a Next-Generation Partnership! You register for Subscription Financial Planning and we sponsor a student in Junior Achievement's financial literacy program. Everyone wins! Financial Wellness for not only you but the next generation. Let's start by organizing and planning for your financial wellness, and provide financial literacy for the next generation!.

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Latest in Encryption

There is nothing more important than keeping your financial data secure and protecting your privacy. We use multiple levels of sophisticated security measures to ensure your accounts are safe. From the moment you register and in every visit and transaction, we employ the latest in biometric authentication technology, encryption, and fraud detection.  Learn more

SAFE & SECURE

There is nothing more important than keeping your financial data secure and protecting your privacy. We use multiple levels of sophisticated security measures to ensure your accounts are safe. CBA provides you with the latest in encryption and enhanced two-step identification for our financial organizer app

TRACK YOUR SPENDING

Tracking your home expenses is a vital step in taking control of your financial freedom. Daily spending adds up and now you can record as you go and tag each category. Keeping track is the first step to being organized!

Interactive cash flow planning

Now you are ready to track your cash flow. What comes in and what goes out. What are you spending every day, and what are you saving? Most importantly, how much more can you save?

Are You Ready to Get Organized?

Our Blog

Have Your Beneficiaries Been Updated Lately?

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control. Read More
Image by Gerd Altmann from Pixabay

Do You Have Umbrella Insurance?

A standard umbrella policy covers all vehicles on your policy and your home for injuries caused to guests or visitors on your property. An umbrella policy also may cover libel or slander claims. For instance, posting a bad review online. Read More

Are Your Assets Protected?

Asset protection is more important than ever before. Today, you have risks at every turn. Lawsuits, high cost of long-term care, auto and home accidents, or years of Probate. All too often, we settle and fail to consider the importance Read More