One Page Plan | $1,500 Flat Fee
-
One page financial plan
-
Three calls over three months
-
Advice and recommendations
The One Page Financial Plan offers a tactical roadmap for individuals who are just beginning and aiming to maximize their financial assets.
Strategic Plan | $4,500 Flat Fee
-
Strategic financial plan
-
Advice and recommendations
-
Strategic planning sessions
-
Six meeting over six months
The Strategic Financial Plan allows clients to select up to three key financial areas to concentrate on. The typical areas include cash flow, home affordability, and retirement.
Comprehensive Plan | $7,500 Flat Fee
-
Comprehensive financial plan
-
Advice and recommendations
-
Strategic planning sessions
-
Assist with implementation of plan
-
Accountability check-ins
-
12 meetings over 12 months
The Comprehensive Plan covers every aspect of your life that involves finances. While numbers are crucial for the plan, it's your goals and values that steer the advice. This plan includes goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance, and estate planning.
Periodic updates to your financial plan are available for $500 and hourly coaching sessions are available for $350, for all clients who have completed the planning process.
Why Should You Use a Financial Plan?
Looking to get your financial goals in order?Are you someone who likes to control their own money? Then, Caplo Advisory is your trusted financial planner.
A financial plan is the key to making smart money moves and growing your finances. It helps you see where your money's going, how much you're bringing in, and if you're on track for your finance goals. It's all about setting goals and monitoring your progress with this plan.
"Prepare for rainy days, because rainy days are upon us."
Why Trust Caplo?
Caplo Advisory Is a New Type Of Financial Planning Firm!
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 customers achieve their financial goals and live out their future dreams.
