All planning engagements start with identifying your goals and objectives and evaluating your current situation. Projects can range from Comprehensive Plans incorporating every aspect of your finances to a single area or issue you would like to address.
Once a Planning Project has been completed, we offer ongoing planning in the form of a monthly subscription. Think of it as having a a planner on retainer to assist with both monitoring current goals and any financial challenges that pop up.
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.
Tax projections and modeling, maximizing deductions and minimizing taxes. Common advanced tax planning topics such as equity comp and real estate.
Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Creating a portfolio to reach your particular objectives and goals.
Portfolio analysis, diversification strategies, crypto compensation, tax strategies and planning, bridging DeFi to CeFi, custody and security, estate planning.
Selecting the most advantageous retirement and benefit packages, self-employed taxation, advanced tax planning, evaluating growth opportunities, maximizing cash flows.
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the states of California, Louisiana, Oregon and in other jurisdictions where exempted. Registration of an investment advisor does not imply any level of skill or training.
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