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 a fixed fee or hourly for the advice you need.
Areas of Focus May Include Any or All of:
Tax Planning
Crypto & Digital Assets
Equity Compensation
Tax projections and modeling, maximizing deductions and minimizing taxes. Common advanced tax planning topics such as equity comp and real estate.
Equity Compensation
Crypto & Digital Assets
Equity Compensation
RSUs, ISOs or NQSOs - equity comp can be complex, we help with valuation, timing scenarios, portfolio concentration analysis and optimal tax strategy modeling.
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.
Financial Independence
Financial Independence
Crypto & Digital Assets
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.
Investment Planning
Financial Independence
Investment Planning
Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Creating a portfolio to reach your particular objectives and goals.
Adulting & General
Financial Independence
Investment Planning
- Business Planning
- Basic Estate Planning
- Insurance
- Cash Flow Management
- Real Estate Holdings
- General Planning
Planning Process
Transparent Pricing
Transparent Pricing
Transparent Pricing
Transparent Pricing
Transparent Pricing
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of Colorado, California, Louisiana, Oregon and in other jurisdictions where exempted.
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