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Simple 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 plans are designed to suit your desired lifestyle and achieve your long-term financial goals.

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A Financial Plan

  • Investment strategy tailored to your goals

  • Asset allocation & diversification

  • Assess and manage investment risks

  • Implement tax loss harvesting strategies

  • Optimize employer-sponsored plans (401(k), HSA, etc.)

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Budgeting Strategy

  • Develop strategies to minimize tax liability

  • Maximize tax-efficient education savings

  • Identify missed tax-saving opportunities in past returns

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Cash Flow Analysis

  • Plan for business growth and future exit

  • Develop tax-efficient compensation and retirement plans

  • Align personal and business financial goals

  • Optimize business structure for current needs

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Investment Strategy

  • Guidance through the estate planning process

  • Preparation of your last will and testament

  • Ensure documents comply with state laws

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Debt Management

  • Clarify financial goals & income needs

  • Create a personalized savings and investment plan

  • Maximize tax-efficient contributions and withdrawals

  • Ongoing retirement planning before and after retirement

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Planning Session

  • Plan for business growth and future exit

  • Develop tax-efficient compensation and retirement plans

  • Align personal and business financial goals

  • Optimize business structure for current needs

Financial Plans that fit your lifestyle

Caplo Plans

Blueprint

The blueprint is perfect for those who have been investing for over a year and are consistently earning a high income – a simple and straightforward document to inform individuals what to do next with their wealth-building plan. 

This includes:

  • One Page Plan

  • Budgeting

  • Cash Flow Analysis

  • Investment Strategy

  • Debt Management

  • One Strategic Planning Session

  • 30-Day Engagement with Strategy Calls

Here's how you can start today:

A one-time payment of $750

Growth

This financial planning service is for those with significant assets and complex financial needs. Our expertise is perfect for continued growth if you have real estate holdings, a thriving business, and/or a substantial portfolio that requires advanced strategic management.

This plan includes:

  • Caplo Financial Plan

  • Household Budget

  • Cash Flow Analysis

  • Investment Strategy

  • Tax Planning

  • Life Protection

  • Monthly Reports

  • Check-ins

MOST POPULAR

Here's how you can start today:

An initial deposit of $500 followed by $375 per month

Caplo Wealth

This premium service is perfect for individuals and families who need a dedicated financial advisor to manage, grow, and preserve their wealth. Whether you have multiple real estate holdings or a diverse investment portfolio, this plan offers the expertise needed to secure long-term financial security.

This plan includes:

  • Comprehensive Financial Planning

  • Budgeting

  • Cash Flow Analysis

  • Investment Strategy

  • Tax Planning

  • Retirement Planning

  • Monthly Reports

  • Insurance & Estate Planning

  • Wealth Management

  • Legacy Planning

  • Monthly Strategy Sessions

Here's how you can start today:

An initial deposit of $1500 followed by $750 per month

*This service is available for clients with over $1M

Not sure which Caplo plan is right for you?

Take our quiz.

Sometimes choosing the right Caplo Plan can feel overwhelming.

To help you determine what fits your lifestyle and goals, take this 5-minute quiz.

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.

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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.

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COMMITTED TO KEEPING YOU INFORMED

Confidence comes with communication. And that's exactly what we want. Ongoing reviews will help you better understand your plan and progress - giving an opportunity to assess life changes and make necessary adjustments.

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.

We know how valuable your time is, so we use our expertise to simplify the process. Clarity is key. It ensures you can make decisions confidently and efficiently.Through every step of your wealth-creation journey, we’ll always be there to help.

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