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Bill

Financial Planning For The Next Generation.

Our one-time financial plans don't require a long-term commitment. A set, one-time fee gets you a thorough financial plan that is completely customized to your circumstances, priorities, and future goals.
Caplo Advisory One-Page Plan Laptop
We Keep Finance Simple

Three Options That Are Best Fit For You.

Three Financial Plans to Fit Your Life

Caplo Advisory One-Page Plan

One Page Plan

$1,500 Flat Fee
One page financial plan​
Three Phone Calls
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 Phone Calls

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
Assisted Plan Implementation
Accountability Check-Ins
12 Meetings

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.

One Page Plan

$1,500 Flat Fee
3 calls over 3 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