At Caplo, we develop creative plans that are tailored and effective to modern-day situations. Our one page financial plans are easy to read and understand for any busy professional to quickly get started on their financial journey.
Financial Planning
Whether your goal is generating income, maximizing growth, or balancing risk and return, we will design an investment portfolio aligned with your objectives and risk tolerance.
Investment Strategy
We believe that wealth is not just about how much money you have — it's about what you do with it. We are committed to helping you plan for your future, grow wealth, and achieve financial security.
Insurance & Taxes
Caplo is here to help you get your finances in order so that you can live the rest of your life on your terms. We'll evaluate your assets and expenses to determine how much you'll need to save and invest each year to fund the retirement you desire.
Retirement Living
Our Expertise
Financial Planning is Complicated
We Get It
There may be many factors that could prevent an individual from taking that first step in reaching out to a financial advisor. Many of those reasons are psychological; fear of judgment about their financial situation, lack of trust due to negative perceptions about financial advisors, or simply, concern about changing their entire lifestyle.
Discussing your finances can feel deeply personal, making it natural to feel a bit vulnerable when talking about it with a stranger. These feelings are completely understandable!
Schedule A Meeting with An Advisor Today
I’m John Paul Capistran, CEO of Caplo Advisory and am thrilled to have you here. Our journey towards addressing your needs begins with a personalized one-on-one phone call.
I invite you to schedule a meeting with one of our advisors and we will discuss your financial requirements in detail.
Initiate the process by reaching out to us. Once you’ve completed a contact form and scheduled a consult, we will send you a Consultation Packet.
1. Get to Know Caplo
Our advisors get to know you personally through in-depth conversations about your financial situation, priorities, and objectives.
2. Getting to Know You
With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.
3. Build an Asset Map
Our advisors then use your financial snapshot, goals, and objectives to create a comprehensive plan that provides a strategic roadmap to straighten up your current financial situation.
4. Think About the Future
With a clear view of your entire financial landscape, we can start implementing the strategies created inside of your plan and prepare for life’s major milestones while keeping you accountable.
5. Start Your Journey
We are here to help! We take pride in our relationships and check in with our clients monthly to keep you accountable and on the right path.
6. Check-In
Our Process
One Page To Explain Everything
Financial Planning Made Simple
Overcoming the barriers of planning your future often requires much patience and understanding from both the individual seeking financial advice and the advisor. Caplo Advisory aims to build a trusting relationship and create a comfortable environment for open communication.
We know there are crucial steps in helping individuals feel more at ease discussing financial topics and we work collectively in overcoming any hurdles keeping you from living out your dreams.
Our one-page financial plan helps simplify your financial situation so that you'll be able to feel confident in your next financial decision.
Who Are We?
Why Caplo Advisory?
Caplo Advisory is a financial planning and advisory firm that provides creative financial strategies for individuals, families, and businesses.
Traditionally, financial management was a tool only utilized by the wealthy. In today’s world, individuals are more informed and want to make wise decisions with their money. This is where Caplo comes in. We are here to provide simple yet effective financial plans for ALL modern-day situations and help our clients achieve their financial goals and live out their future dreams.
Learn more about our company and accomplishments by clicking the button below!