Get in Touch
Ready for a Second Opinion?
To give you an idea of what working with us would be like, we provide free One-Page Financial Plans for qualified potential clients. If at the end of the Consultative Process you aren’t ready to move forward with us, you will walk away with insights and action items to help move your financial goals forward.
Schedule a 15min Learn More Call below to get the ball rolling.
Our Consultative Process
Start with a One-Page Plan
This four stage process facilitates a long-term relationship for those who are ready to engage our services.
Step One
Schedule Learn More Call
This brief 15min call helps us both determine if there is mutual fit. We’ll discuss your current situation, key challenges, and whether our approach meets your needs.
Step Two
Discovery Meeting
Here we go deeper into your income sources, family dynamics, tax concerns and wealth preservation goals. We want to know what you are hoping to achieve and identify ways to get there.
Step Three
Plan Presentation
You’ll see a clear roadmap tailored to your specific situation, complete with actionable steps and measurable outcomes. We will provide a Fee Proposal and the Plan is yours to keep.
Step Four
Decision Time
We give you as much time as you need to make a decision on whether you want Cavalot Capital to help implement the solutions we identified, or whether now is not the right time.
Interest Form
Ready to Get Started?
We provide the most value to retirees, pre-retirees, and those seeking financial independence—especially if your situation involves complex accounts, tax considerations, or business/equity wealth. If you think we may be able to help please fill out the form below.
