Cale Flage, CFP®

Our Services

Financial Planning & Investment Management Customized for You

your First meeting

What to Expect:

Complimentary Assessment

We meet to discuss your financial situation or concern. There is no obligation to use our services after this meeting. Feel free to bring as many statements and documents to this meeting as you like!


You receive financial planning and investment suggestions, as well as a cost proposal.

Work With Us

After reviewing the proposal, you decide if you would like to work with us!