How Do We Strengthen Your Business?
Getting to Know You and Your Organization
Our approach to creative financial planning involves a thorough evaluation of one’s money situation and expectations for the future. i.e., income, spending, debt, and savings.
Building Your Plan
During our interviewing process, we will review your current business strategy, dive into your company's vision, and evaluate your company's structure to identify areas that can be improved.
Strategy and Implementation
The Caplo method has been utilized to assist numerous businesses in enhancing their bottom line. We assist our clients in crafting the essential business plan and equally guide its implementation. We also aid in strategizing the optimal timing and execution of the plan.
Why Should You Use a Business Plan?
Looking to expand your business, open a new storefront, or reduce overhead costs? Caplo Advisory is your business partner.
A financial plan is the key to making smart money moves and growing your business. It helps you see where your money's going, how much you're bringing in, and if you're paying all of your employees. It's all about setting goals and monitoring your progress.
"Prepare for rainy days, because rainy days are upon us."
Why Trust Caplo?
Caplo Advisory Is a New Type Of Financial Planning Firm!
We firmly believe in establishing partnerships with our clients to offer prudent and diligent support through every step of the journey. Our expertise lies in comprehensive planning and implementing strategies that foster the creation of generational wealth. As a team of experienced and resourceful individuals, we enjoy developing creative plans encompassing all aspects and divisions of your business.
When creating and building your business plan,
We focus on building your structure brick by brick.
At Caplo, we are dedicated to developing a solid foundation for your business architecture. Like constructing a home, a blueprint is necessary to provide guidance and keep you on the right track. Our approach to creative business planning involves identifying your purpose and providing strategy and accurate recommendations to further that purpose. With our collaborative background, we are equipped to develop comprehensive business plans that encompass and promote the highest standards for company culture, values, and success.
Our Pricing Plans
More than just investment advice or retirement planning, we incorporate every area of your finances into our financial planning. Our business financial planning services range from $500-$1750 depending on how hands on you need us to be.
1
Value Plan
$500/month
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This plan includes monthly financial statements
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(1) 60-minute phone call to review your financial reports.
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Less than 100 transactions a month
2
Standard Plan
$1000/month
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The Ambition package offers a tactical one page financial plan that focuses on up to three specific areas like goals, budget, net worth, debt management, and cash flow.
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This plan includes monthly financial statements and reviews to discuss your financial reports and budget.
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100-200 transactions a month
3
Comprehensive Plan
$2,500/month
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The CFO package offers a comprehensive financial plan that addresses every aspect of your financial life, including goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance and estate planning.
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This plan includes (1) 60-minute planning sessions to actively help you implement the plan and weekly check-ins to keep you accountable.
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Up to 250 transactions a month