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    • Home
    • About
      • Damian Palfini, CFP®
      • FAQ
      • Investment Philosophy
    • What We Do
      • Financial Planning
      • Crypto & Digital Assets
      • Investment Management
    • Blog
    • Contact Us

  • Home
  • About
  • What We Do
  • Blog
  • Contact Us

Planning > The Plan

"Traditional" Financial Planning is like going to the dentist but with way more math. There has to be a better way.

Choose Your Own Adventure

Monthly Subscription

Monthly Subscription

Monthly Subscription

Pay an upfront fee then monthly recurring fee as we establish where you want to go, how to get there and provide ongoing support.

One-time PRojects

Monthly Subscription

Monthly Subscription

For guidance on a particular challenge or issue, pay hourly for the advice you need.

Areas of Focus May Include Any or All of:

Crypto & Digital Assets

Crypto & Digital Assets

Crypto & Digital Assets

Portfolio analysis, diversification strategies, crypto compensation, tax strategies and planning, bridging DeFi to CeFi, custody and security, estate planning.

Equity Compensation

Crypto & Digital Assets

Crypto & Digital Assets

RSUs, ISOs or NQSOs - equity comp can be complex, we help with valuation, timing scenarios, portfolio concentration analysis and optimal tax strategy modeling.

Investment Planning

Crypto & Digital Assets

Investment Planning

Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Creating a portfolio to reach your particular objectives and goals.

Tax Planning

Financial Independence

Investment Planning

Tax projections and modeling, maximizing deductions and minimizing taxes. Common advanced tax planning topics such as equity comp and real estate.

Financial Independence

Financial Independence

Financial Independence

While Independence means different things to different people, we view it as becoming an owner (of your time and money) and pursuing your ideal lifestyle.


Adulting & General

Financial Independence

Financial Independence

  • Business Planning
  • Basic Estate Planning
  • Insurance
  • Cash Flow Management
  • Real Estate Holdings
  • General Planning

Planning Process

Transparent Pricing

Transparent Pricing

Overview of the 6 step Financial Planning Process that each client goes through

Transparent Pricing

Transparent Pricing

Transparent Pricing

Overview of Financial Planning Services and fees

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of Colorado, California, Louisiana and in other jurisdictions where exempted.

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