A Modern Approach To Financial Planning & Wealth Management
Systematizing & Automating The Wealth Building & Management Process With A Focus On Increasing Household Net Worth Through Goals & Resource Based Planning & Investing
Comprehensive Wealth Management Services
Partner with CayDen Wealth Management to reach your financial goals and realize your own version of financial freedom.
Your CERTIFIED FINANCIAL PLANNER™ professional. led team will help you plan, save, and invest for long term financial success. The CayDen Wealth Management Process focuses on increasing household Net Worth through a combination of goals & resource based planning with systemization and automation of the savings and investing process.
CayDen's Private Wealth Management
Custom Financial Planning & Investment Management For Families & Young Professionals
$0 - $299,999 in Investable Assets? $259/month
Over $300,000 in Investable Assets? Starting at 1% assets under management fee
At CayDen Wealth Management, we take a family office approach to your Private Wealth Management. Providing personalized on-going Fiduciary Financial Planning, Advice, and Investment Management.
How It Works...
Here at CayDen, we are obsessed with Net Worth. Why? Because Net Worth is the measure of Wealth... We focus on building your wealth by increasing your Net Worth systematically, through prudent planning, time-tested savings and investment techniques, automation, custom designed action plans and an obsession over growing your wealth.
We then measure your Net Worth change each year to review progress.
When you partner with CayDen, you get your own dedicated CERTIFIED FINANCIAL PLANNER™ professional led Wealth Management team to build your wealth and plan for financial success.
It all starts with your Free Financial Review!
Get Started With Your Free Financial Review
Scheduling your Free Financial Review with the link below to get started. Then complete your Asset Map build with the link included in your Meeting Confirmation email. In your Free Financial Review Meeting we’ll review your current financial situation as well as how you are currently planning, saving, and investing to reach your goals.
We will then show you areas for opportunity and detail exactly how we would partner with you to plan, save, and invest to reach your financial goals, realize your own version of financial freedom, and build long term wealth.
1. Free Financial Review Meeting
Schedule your Free Financial Review Meeting and we will send you a link to complete your Asset Map in your Meeting Confirmation & Agenda email.
We build a custom Asset-Map Report for all of our clients’ households and use it throughout our interactions to make sense of priorities and intentions as well as gaps and areas for improvement.
We will use the time in our meeting to learn more about you and what your goals are as well as how you are currently approaching your financial planing, saving, and investing. We will then tell you more about how we partner with people and families to build wealth, review our services in more detail, and provide our perspective and strategy for how we would partner with you to plan, save, and invest to reach your goals and your own version of financial freedom.
2. Meet Your Team, Get Organized, & Benchmark Your Net Worth
One we have formalized our partnership with you, in our first formal meeting you will meet your dedicated, CERTIFIED FINANCIAL PLANNER™ professional. led CayDen Wealth Management Team and we will help you aggregate your information and organize your financial picture within your custom eMoney client portal. We will set up your client portal access, and additionally create your initial Net Worth benchmark!
3. What is Financial Freedom? Risk Tolerance Review, Longterm Asset Allocation Recommendations, & Account Consolidation
In our second onboarding meeting we will discuss what Financial Freedom means to you. We will also review your Risk Tolerance, provide recommendations for your Longterm Asset Allocation, implement the recommendations, and Consolidate your financial accounts designated for professional management.
4. Goals Identification, Prioritization, & Cash Flow (Resource) Analysis
In this meeting we will dive into your Resource and Cash Flow Analysis to identify the average surplus or deficit each month. This number will help us determine your appropriate Emergency Fund savings target as well as the surplus available to save towards your goals. We will additionally help you formally identify and prioritize your financial goals. This will be the foundation of your first Financial Action Plan.
5. Creating Your First Quarterly Action Plan
In this meeting we will create your first Quarterly Action Pan, designed and aligned for your prioritized goals and identified resources. We will create Systems & Automations to "pay yourself first", making consistent progress towards your financial goals.
6. Insurance Planning, Estate & Risk Management Review
In this meeting we will review your Risk Exposure (liabilities), create a Risk Management Plan, and identify Insurance needs. We will also review your financial accounts for proper titling and beneficiaries to facilitate your legacy goals.
7. Health Insurance Coverage & Employee Benefits Review
In this meeting we will review your household Health Insurance coverage compared to your financial goals, reviewing appropriateness and efficiency for your household's needs.
8. Tax Return Review, Tax Planning, & New Year Quarterly Action Plan
In this meeting we will Review your Tax Return to assess planning opportunities for the coming year. We will also create your New Year Quarterly Action Plan.
On-Going Quarterly Financial Reviews & Action Plans
We will meet on a quarterly basis for regular Financial Review meetings and Quarterly Action Plans. If something comes up between meetings, you can always schedule time with your CayDen Wealth Management Team for a planning conversation.
*Peace Of Mind & Personalized Advice
With your dedicated planning and investment team along with tools built for your success, you’ll run your day-to-day finances confidently knowing that your CayDen Wealth Advisors have your back and you have a clear plan in place.
Message your Relationship Manager anytime if you have questions on your financial planning, investing, the market, or even the latest investment trend you heard about from a friend.
Build Your Wealth & Realize Your Own Version Of Financial Freedom
In partnership with your CayDen Wealth Management team, you will make consistent progress towards your own version of financial freedom, realizing your prioritized goals, and setting new ones, while watching your investments and wealth grow over time.
Pricing
Fiduciary, Fee-Only Financial Planning, Advice & Investment Management
Private Wealth Management
$259/month
Investors with less than $300,000 in AUM
Professional Financial Planning & Investment Management
Net Worth Calculation & Benchmarking
Financial Organization
Goals Identification
Cash Flow Analysis
Risk Management
Custom Investment Strategies
Debt Repayment Strategies
Custom Financial Action Plans
Quarterly Meetings
Accountability
Tax Planning
Estate Planning
Annual Net Worth Reviews
Private Wealth Management
1% Management Fee
$300,000 AUM Minimum
Professional Financial Planning & Investment Management
Net Worth Calculation & Benchmarking
Financial Organization
Goals Identification
Cash Flow Analysis
Risk Management
Custom Investment Strategies
Debt Repayment Strategies
Custom Financial Action Plans
Quarterly Meetings
Accountability
Tax Planning
Estate Planning
Annual Net Worth Reviews
Hourly Topical Consulting
With a Certified Financial Planner
$250/hour
Want a review of your financial situation or help with DIY planning and investing? Have questions about how to approach a specific financial goal?
Schedule a Topical Consulting meeting to Plan with a Certified Financial Planner led team and simply pay by the hour. Your initial meeting to discuss your goals and scope of the engagement, as well as receive a quote is FREE!
How we're different
100% Fiduciaries, 100% of the time!
fi·du·cia·ry | \ fə-ˈdü-shē-ˌer-ē
noun: held or founded in trust or confidence.
Put simply, we always put your financial interest ahead of our own. Always!
We Don't Just Manage Wealth, We Help You Grow It
Your Net Worth is the measure of your wealth.
Net Worth = Assets - Liabilities.
We help you grow your wealth by decreasing your liabilities and increasing your assets. It's that simple.
Industry Leading Financial Planning Technology
Accurately plan for the future and clearly visualize your financial situation and "big-picture".
Big Firm Capabilities, Family Office Focus & Feel
We utilize Behavioral Finance & Economics to help you build better financial habits and behaviors to maximize your financial situation.