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Get Back Time For Yourself Outside of Your Business.

Refine your business with financial plans that elevate and strengthen your business foundation.
Caplo Advisory One-Page Plan Laptop
We Keep Finance Simple

Three Options For Your Business

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