This is a service we do not provide. Our investment recommendations need to be diligently implemented and we rely on our team only to do so. READ MORE >

Yes, we have several service levels available. We can run flat-fee financial plans that will also address asset allocation but will not detail out investment recommendations. READ MORE >

We work with people going through the stressful time of divorce to map out a path to a greater outcome. As a Certified Divorce Financial Analyst (CDFA), Kelly works with […] READ MORE >

Tranche /tran(t)SH/ a portion of something, especially money For our clients, our tranches of income process is what connects the dots between the financial plan and the investment allocation. A […] READ MORE >

No, we have NO PRODUCTS to sell. As an RIA, CAISSA advises with fiduciary responsibility, meaning the best interest of our client MUST always come first and therefore all client […] READ MORE >

Retirement torpedoes are toxic events that impact your strategy and can devastate your retirement vision. Once that happens, you may have no choice but to work longer, take greater risk, […] READ MORE >

We provide advice and oversight of your wealth that is based on the best interests of you and your unique situation. Our committed goals for our clients is that we […] READ MORE >

CAISSA, the Goddess of Chess, is pronounced “ky-suh.” We are in the business of strategic wealth planning. We carefully think multiple steps ahead, not unlike how one would analyze and […] READ MORE >