We Keep Finance Simple
Different Plans to Fit Your Business
Three Financial Plans to Fit Your Life
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.
Value Plan
$500/Month
1 phone call per month
Monthly financial statements
The Value Plan is perfect for any growing small business that currently has less than 100 transactions per month.
Standard Plan
$1,000/Month
Monthly financial statements
One page financial plan
1 in-person financial review per month
The Standard Plan includes a complimentary financial plan to focus on areas like budgeting, net worth, debt management, and cash flow. Businesses must have between 100-200 transactions per month.
Comprehensive Plan
$2,500/Month
The Comprehensive Plan offers a financial plan that addresses every aspect of your financial life, such as goal setting, cash flow analysis, debt management, investing, tax planning, real estate, education savings, retirement planning, insurance, and estate planning.
This plan includes monthly 60-minute planning sessions to actively help you implement the plan as well as weekly check-ins to keep you accountable. Businesses with an average of 200+ transactions per month are ideal for this plan.
Comprehensive financial plan
Monthly financial statements
Monthly financial planning session
Assisted with implementation of the plan
Accountability check-ins
At Caplo Advisory, we know that every great business starts with a good plan. We work with you to create a plan that fits your vision and goals. Our approach makes sure every step you take is right for you, helping you grow your business and keep your life balanced.
Business Planning
Taxes don’t have to be a burden. At Caplo Advisory, we create tax strategies that help you save more money and invest in what matters most to you. We make sure your tax plan fits your business goals and personal values, so you can keep more of what you earn and grow your business.
Tax Strategy
We believe that wealth is not just about how much money you have — it's about what you do with it. We are committed to helping you plan for your future, grow wealth, and achieve financial security.
Wealth Management
Planning for the future means protecting what you’ve built. At Caplo Advisory, we help you create an estate plan that keeps your business and personal assets safe. We make sure your plan reflects your wishes and values, so you can feel good knowing your legacy is secure for the future.
Estate Planning
Our Expertise
Regain Your Time with a Strategic Business Plan
You Want Your Freedom Back
You started your business to escape the 9-5 and gain freedom for yourself and your family. However, as your business grows, it's now consuming the time you initially sought to reclaim.
A financial plan is essential for making smart money moves and saving your time. The plan will show where your money is going, how much you’re earning, and whether you're on track with your financial goals. It’s all about setting objectives and monitoring your progress with this plan.
Looking to save time while expanding your business, opening a new storefront, or reducing overhead costs? Caplo Advisory is your trusted business partner.
Building a Business is Like Building a House
We Strengthen Your Business Brick by Brick
At Caplo, we are dedicated to developing a solid foundation for your business. Like constructing a home, a blueprint is necessary to provide guidance and keep you on the right track. Our approach to creative business planning involves identifying your purpose and providing strategy and accurate recommendations to further that purpose.
With our collaborative background, we are equipped to develop comprehensive business plans that encompass and promote the highest standards for company culture, values, and success.
We Keep Finance Simple
Different Plans to Fit Your Business
$500/Month
Value Plan
1 phone call per month
Monthly financial statements
The Value Plan is perfect for any growing small business that currently has less than 100 transactions per month.
$1,000/Month
Standard Plan
One page financial plan
Monthly financial statements
1 in-person financial review per month
The Standard Plan includes a complimentary financial plan to focus on areas like budgeting, net worth, debt management, and cash flow. Businesses must have between 100-200 transactions per month.
$2,500/Month
Comprehensive Plan
Monthly financial planning session
Comprehensive financial plan
1 in-person financial review per month
Assistance with implementation of the plan
Accountability check-ins
The Comprehensive Plan offers a financial plan that addresses every aspect of your financial life, such as goal setting, cash flow analysis, debt management, investing, tax planning, real estate, education savings, retirement planning, insurance, and estate planning.
This plan includes monthly 60-minute planning sessions to actively help you implement the plan as well as weekly check-ins to keep you accountable. Businesses with an average of 200+ transactions per month are ideal for this plan.
For clients who have completed the planning process, periodic updates to your financial plan are available for $500, and additional hourly coaching sessions are available for $350.
How Do We Help Strengthen Your Business?
1. Getting to Know Your Organization
Our approach to creative financial planning involves a thorough evaluation of one’s money situation and expectations for the future. i.e., income, spending, debt, and savings.
2. Building Your Plan
Our advisors get to know you personally through in-depth conversations about your financial situation, priorities, and objectives.
3. Strategy and Implementation
The Caplo Method has been utilized to assist numerous businesses in enhancing their bottom line. We help our clients develop essential business plans and strategize the optimal timing and execution.