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Financial Planning
Every Person Needs a Skilled Financial Advocate!

Financial Planning

Financial Planning

Since 2003, Caldera Wealth has specialized in providing comprehensive wealth management services to athletes, business owners, entertainers, families, and retirees. Our team is committed to serving our clients as unique partners, requiring individual solutions and well-thought-out strategies to empower them to feel confident. Above all else, we value the relationships and trust that we have built.

We offer our clients a holistic financial planning approach to help maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services seek to always align with your current priorities, including ongoing review and monitoring.

Financial Planning Packages

Core Plan

Get organized and set a course for your financial future

Meetings: Annual

Choose up to 4 planning topics:

  • Asset Allocation
  • Retirement Planning
  • Income Replacement
  • Long Term Care
  • Family Income Support
  • Education Planning
  • Major Purchase/Debt Payoff
  • Current Estate Plan Overview
  • Behavioral Financial Coaching

Initial Plan: $1,200
Ongoing Planning: $100/month

Comprehensive Plan

A comprehensive approach to fully evaluate and prioritize your finances

Meetings: Annual

Core Plan Plus:

  • Personal Wealth Management
    (cash flow, budgeting, and
    market volatility)
  • Risk Management (P&C)
  • Net Worth Statement
  • “What if” Scenarios
  • Full observations, gap analysis,
    and detailed recommendations
    to address all planning needs.
  • Detail Plan Summary document

Initial Plan: $2,500
Ongoing Planning: $150/month

Advanced Plan

Take complete control of your financials and build your legacy

Meetings: Semi-Annual

Core and Comprehensive Plan Plus:

  • Lifestyle Maintenance
  • Estate Plan Analysis and tax
    minimization techniques
  • Philanthropic Planning
  • Asset Sale/Gifting
  • Executive Comp and Stock
    Option Analysis
  • Business Planning
  • Income Tax Planning
  • Special Needs Planning

Initial Plan: $6,000
Ongoing Planning: $250/month

Build Your Own Financial Plan

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer ala carte planning services at $275/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis prior to the start of any work.

Speak with an Financial Professional

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Schedule a Call