Holistic
If you’re looking for an all-encompassing financial planning experience + exclusive investment management, Caliber is here for you. Our Holistic service plan is custom tailored for someone with this in mind.
Clients in this relationship prefer:
- An all-encompassing wealth management experience
- Four+ meetings per year
- Caliber-led coordination across financial professionals
- On-demand access to Caliber’s team, strategic partners, and home office team for “family office” feel
- Multi-generational or small business planning
- High-end tax + charitable giving strategies
- Collaborative planning tools through Caliber’s secure website to check in on goal progress anytime, anywhere
This plan includes the services shown in the chart below.
| Holistic |
|---|
|
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 |
|
Comprehensive goal planning and monitoring |
|
Comprehensive retirement |
|
Tax-efficient retirement distribution strategies |
|
Education funding strategies |
|
Comprehensive insurance planning |
|
Employment retirement plan review |
|
Quarterly performance summary reports |
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Proactive capital gains tax planning |
|
Charitable giving tax strategies |
|
Work with CPA to provide year-end tax docs |
|
Charitable giving tax strategies |
|
Trust integration |
|
Estate planning coordination |
|
Multi-generational meetings |
|
Executive compensation analysis |
|
Business planning |
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Coordinated meetings with outside advisors |
|
Advisor travel for out of town appointments |
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®
Jeffrey Ostrander
CFP®, CRPC®
Zach Zarda
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.
