Ka-pel-A (pronunciation spelling)
Kapela is a BIO (By-Invitation-Only) boutique advisory firm that delivers advice to maximize fortune, health, and spirituality. Our clients are Financial Delegators who come to us at various stages and seasons of life, but all share the following values.
- Live each day with courage.
- Take pride in your work.
- Always finish what you start.
- Do what must be done.
- Tough, but fair.
- Make a promise and keep it.
- Remember that some things aren’t for sale.
- Know where to draw the line.
Protection
Conflict free; the fiduciary standard – your best interest is always first; we always have your back; accountable to you and only you…not the Wall Street Industrial Complex or an Insurance Company home office.
Attention
Am I on track or off-track to meeting my goals; proactive communication and reviews of your financial life.
Coordination
With the many financial professionals in your life; i.e., tax professional, banker, money managers, estate planning attorney, and insurance agents…most of the time these professionals don’t talk; we prepare your overarching strategy and make sure that each professional understands what you are trying to achieve.
Transparency
Our clients know what they pay for products and services in their financial life; it is never good enough to keep something in place because of the adage… “the devil I know is better than the devil I don’t know”.