Core
Has managing or improving your family’s finances become overwhelming? Are you thinking of hiring a financial advisor but not sure where to start? Caliber may be your perfect fit! Our Core service relationship is custom tailored for someone looking for a solution to their personal for family’s financial needs.
Clients in this relationship prefer:
- Basic financial planning + investment management
- Focusing on one to two significant goals per year
- Attending up to two financial advisor meetings per year
- Access to Caliber’s team, same business day response if contacted by 3pm
This plan includes the services shown in the chart below.
| Core |
|---|
|
Face-to-face reviews |
|
Goals and objectives review |
|
Net-worth + cash-flow analysis |
|
Large purchase planning |
|
Liabilities + debt management |
|
Risk tolerance assessment |
|
Asset allocation analysis + rebalancing |
|
Portfolio performance analysis |
|
Basic insurance review |
|
Beneficiary review |
|
Everplans |
|
Online account aggregation |
|
Online encrypted vault for digital doc organization |
|
Digital education resources |
Mark Albright
CFP®, CRPC®
John Arndt
CFP®
Cole Dimond
CRPC®, APMA®
Andrew Dibble
Michael Ward
CRPC®, AAMS®
Brent Bloomer
CRPC®, APMA®
Jeffrey Ostrander
CFP®, CRPC®
Zach Zarda
If you would like to be paired with an advisor based on their specialized skillset, please click the button above to provide us with a bit more information.
Mark Albright
CFP®, CRPC®
John Arndt
CFP®
Cole Dimond
CRPC®, APMA®
Andrew Dibble
Michael Ward
CRPC®, AAMS®
Brent Bloomer
CRPC®, APMA®
Tonya Lore
CPFA, MBA
Jeffrey Ostrander
CFP®, CRPC®
Michael Richards
APMA®, CDFA®
If you would like to be paired with an advisor based on their specialized skillset, please click the button above to provide us with a bit more information.
