CHOOSE YOUR PLAN
Caplo Plans
Self Employed Accounting
This includes:
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Money management: QB or Monarch
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Monthly financial reports
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Budgeting
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Tax preparation
Starting at $375/m
Strategic Financial Plan
This plan includes:
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One Page Financial Plan
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Cash Flow & Budgeting Strategy
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Investment Strategy
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Debt Management
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Retirement Planning
Starting at $500/m
The Creatives Package
This plan includes:
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Financial Management
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Setting up and automate personal and business accounting
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Prepare 2024 and 2025 financial reports
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Includes Business Financial Plan
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Includes One page financial plan with 3 focus areas.
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Includes Financial Reporting and Tax Filing
Starting at $1,000/m
Growing Your Wealth
We've helped thousands of clients just like you achieve their financial goals. In managing hundreds of millions in assets, we have the experience and expertise to guide you on your journey to financial success.
WHY US?
The Caplo Difference
Simplified Financial Planning
We despise confusing financial jargon too. We'll work with you to create a personalized plan and explain everything so it is clear and understandable. We'll provide you with a financial plan that's easy for you to implement.
Transparent and Fair Practices
Your life is busy. We totally get that. With over 20 years of experience and the latest technology, we'll simplify your financial planning, reducing your stress, while saving you valuable time to enjoy what matters most.
We’re in It for the Long Haul
We believe in building lasting relationships with our clients. We'll be there for you every step of the way, answering your questions, addressing your concerns, and celebrating your successes. Consider us your trusted partner during your financial journey.
At Caplo, we know that the best financial plan is the plan that works best for you – and only you.
We take the time to discuss your goals and understand your lifestyle - then, together, we build a roadmap for success.
Whether you're focused on growing your wealth, planning for retirement, the passing of wealth to the next generation, or anything in between, we’ll develop the best path to get you there.
A partnership built on a stronger financial future
We believe in building strong relationships. The better we know you – your lifestyle, goals, and concerns – the better we can tailor your financial plan and guide you toward achieving your goals.