CAVU is an aviation weather term: Ceiling and Visibility Unlimited-a wonderfully clear day for flying. The CAVU team wants your journey to be equally clear and limitless. A life-centered financial planning firm, we get to know what's important to you, what you hope to achieve and how your finances will help you get there.
Together, we will define your goals and develop a plan to navigate what lies ahead. With wise investing and expert guidance, you will have clarity and confidence each step along the way. Your financial journey should incorporate your values, needs, and priorities. By getting to know your ambitions, we can provide long-term vision and short-term motivation.
Together, we will define your goals and develop a plan to navigate what lies ahead. With wise investing and expert guidance, you will have clarity and confidence each step along the way. Your financial journey should incorporate your values, needs, and priorities. By getting to know your ambitions, we can provide long-term vision and short-term motivation.
Services
We bring clarity to our clients' financial positions and help guide them on their life adventures. The journey is often challenging due to competing priorities and complex financial options, creating a headwind that can hinder forward progress. We help to simplify the complex and navigate the road ahead.
Your ambitions set the course for your life journey. When you join the CAVU family, we help you get organized financially then guide you to discover your short- and long-term goals. Why should I get organized? So that you know where you are starting. Often, the biggest hurdles to feeling financially confident are disorganization and confusion.
Doing good feels good. Since our founding in 2009, CAVU has contributed 10% of our revenue to dozens of charitable organizations that operate on a local and global level. We give based on our revenue (not our profit) so that we constantly make substantial donations, even when we are investing in our business.
Understanding how you measure success is the first step when determining the course for your financial life journey. Helping you define your goals and plan for the adventure ahead is the cornerstone of what we do. Together, we will develop a clear, digestible, customized financial plan so that you can feel confident about making the right choices for the life you love.
As professional fiduciary advisors paid solely by our clients, we do not accept commissions or compensation from financial product companies or anyone else. This fee-only structure allows us to provide objective and independent advice. What this means is that instead of giving you our best sales pitch, we're focused on finding the best solutions for you and your long-term success.
Reviews
Be the first to review Cavu Wealth Advisors.
Write a Review
