"Traditional" Financial Planning is like going to the dentist but with way more math. There has to be a better way.
Pay an upfront fee then monthly recurring fee as we establish where you want to go, how to get there and provide ongoing support.
For guidance on a particular challenge or issue, pay hourly for the advice you need.
Portfolio analysis, diversification strategies, crypto compensation, tax strategies and planning, bridging DeFi to CeFi, custody and security, estate planning.
RSUs, ISOs or NQSOs - equity comp can be complex, we help with valuation, timing scenarios, portfolio concentration analysis and optimal tax strategy modeling.
Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Creating a portfolio to reach your particular objectives and goals.
Tax projections and modeling, maximizing deductions and minimizing taxes. Common advanced tax planning topics such as equity comp and real estate.
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.
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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