Simple Financial Plans,
Simple Pricing
You’ve got ambitions for your wealth – and rightfully so. We’re here to give you unbiased advice you can trust with flat-fee pricing and no surprises. Our personalized financial plans are tailored to suit your desired lifestyle and help you achieve your long-term financial goals.
Blueprint Plan
A personalized DIY style financial plan for individuals who have achieved financial stability but are unsure of the next steps.
This includes:
One Page Plan
Budgeting
Cash Flow Analysis
Investment Strategy
Debt Management
One Strategic Planning Session
30-Day Engagement with Strategy Calls
Growth Plan
A financial plan designed for high earners who have already built financial momentum and are looking for wealth-building strategies.
This plan includes:
Caplo Financial Plan
Household Budget
Cash Flow Analysis
Investment Strategy
Tax Planning
Life Protection
Monthly Reports
Check-ins
Wealth Plan
For individuals and families with over $1 million in assets who need an advisor to help manage, grow, and preserve it for the future.
This plan includes:
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Comprehensive Financial Planning
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Budgeting
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Cash Flow Analysis
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Investment Strategy
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Tax Planning
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Retirement Planning
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Monthly Reports
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Insurance & Estate Planning
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Wealth Management
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Legacy Planning
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Monthly Strategy Sessions
Financial Advice You Can Depend On
Guidance from a Financial Advisor for a Flat Fee.
Getting started with Caplo is quick and easy. In just a few simple steps, you’ll be on your way to achieving your financial goals.
Our Services
Investment Planning
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Investment strategy tailored to you
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Asset allocation & diversification
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Assess and manage investment risks
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Optimize employer-sponsored plans (401(k), HSA, etc.)
Tax Planning
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Develop strategies to minimize tax liability
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Maximize tax-efficient education savings
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Identify missed tax-saving opportunities in past returns
Business Planning
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Plan for business growth and future exit
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Develop tax-efficient compensation and retirement plans
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Optimize business structure for current needs
Estate Planning
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Guidance through the estate planning process
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Preparation of your last will and testament
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Ensure documents comply with state laws
Retirement Services
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Create a personalized savings and investment plan
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Maximize tax-efficient contributions and withdrawals
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Ongoing retirement planning before and after retirement
Insurance Planning
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Identify gaps in insurance coverage
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Provide annual policy reviews with recommendations
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Navigate employer-sponsored insurance options
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.
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.
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.