"Traditional" Financial Planning is like going to the dentist but with more math. There has to be a better way.
Carl Richards
Engagement Types
One-time PRojects or Hourly
One-time PRojects or Hourly
One-time PRojects or Hourly
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.
Ongoing Financial Planning
One-time PRojects or Hourly
One-time PRojects or Hourly
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.
Areas of Focus May Include Any or All of:
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.
Tax Planning
Financial Independence
Financial Independence
Tax projections and modeling, maximizing deductions and minimizing taxes. Common advanced tax planning topics such as equity comp and real estate.
Investment Planning
Financial Independence
Crypto & Digital Assets
Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Creating a portfolio to reach your particular objectives and goals.
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.
Business Owners
Crypto & Digital Assets
Adulting & General
Selecting the most advantageous retirement and benefit packages, self-employed taxation, advanced tax planning, evaluating growth opportunities, maximizing cash flows.
Adulting & General
Crypto & Digital Assets
Adulting & General
- Equity Compensation
- Basic Estate Planning
- Insurance
- Cash Flow Management
- Real Estate
- General Planning
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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