Calfee

Calfee Financial

Our Philosophy

We provide comprehensive, global financial planning for the high net worth entrepreneur, business owner, families and their successors.

Our Philosophy

We Believe

Every entrepreneur knows what they want: to coordinate and integrate the longer term financial goals that provide growth WITH protection of wealth.

About Us

Cafee Financial® Process

Having worked with entrepreneurs for over 30 years, we understand their unique needs and have tailored our business to help them work towards their goals.

Process

Calfee Financial invests significant time and energy getting to know you and your family, your goals, needs and dreams. We view planning as an ongoing process.

Capture Core Business Value

The real value of your business is what it can provide in cash flow, security, liquidity, and long-term after tax wealth for you and your family.

Achieve Wealth Diversification

To accumulate ever less valuable assets makes little sense to us. To protect against currency debasement and inflation makes more sense to us.

Protect Wealth & Family

Too many ignore the simple question “What if…..?” We embrace it. The ability to transfer risk and diversify to protect your wealth is a primary/core result of our work.

Seeking to Grow & Preserve the Wealth of Entrepreneurs

It is the ability to identify, separate and coordinate the longer term financial, wealth, value goals that provides the growth and protection of wealth.

Compensation for the Head and Staff of
Independent, Charter and Montessori Schools

Typically, board members and organization leaders are uncomfortable with compensation negotiations. Many do not understand, appreciate or embrace the issues, possibilities and ramifications. Everyone differs as to what is ”FAIR.” With the right process, you can engineer successful, lasting and practical compensation and benefits packages for your leadership and staff.

Compensation

Calfee Compensation Clients

Mr. Calfee has successfully participated in the creation of fair compensation packages for the following institutions and independent schools:

  • Archer School for Girls; Brentwood, California

  • Aspen Academy; Greenwood Village, Colorado

  • Breck School; Minneapolis, Minnesota

  • Buckley School; Manhattan, New York

  • Cincinnati Country Day; Cincinnati, Ohio

  • Convent of the Sacred Heart; New York, New York

  • Fessenden School; West Newton, Massachusetts

  • Eton School; Bellevue, Washington

  • French American School of Puget Sound; Mercer Island, Washington

  • Friends School of Wilmington; Wilmington, North Carolina

  • Germantown Academy; Fort Washington, Pennsylvania

  • Hawken School; Gates Mills, Ohio

  • Hockaday School; Dallas, Texas

  • Hopkins School; New Haven, Connecticut

  • Kimball Union Academy; Meriden, New Hampshire

  • Miami Valley School; Dayton, Ohio

  • Miss Hall’s School; Pittsfield, Massachusetts

  • Miss Porter’s School; New Canaan, Connecticut

  • Montgomery Academy, Montgomery, Alabama

  • New Canaan Country School; New Canaan, Connecticut

  • North Shore Country Day; Winnetka, Illinois

  • Northrop Blake Highcroft; Minneapolis, Minnesota

  • Old Trail School; Bath, Ohio

  • Pingry School; Basking Ridge, New Jersey

  • Presbyterian Day School; Memphis, Tennessee

  • Providence Day School; Charlotte, North Carolina

  • Ransom Everglades; Coconut Grove, Florida

  • Ruffing Montessori School; Cleveland, Ohio

  • Saint Edward’s School; Vero Beach, Florida

  • Sayre School; Lexington, Kentucky

  • St. Luke’s School; New Canaan, Connecticut

  • The Elisabeth Morrow School; Englewood, New Jersey

  • The King School; Stamford, Connecticut

  • The Masters School; Dobbs Ferry, New York

  • The Peck School; Morristown, New Jersey

  • The Wardlaw-Hartridge School; Edison, New Jersey

  • The Webb Schools; Claremont, California

  • Waynflete School; Portland, Maine

  • York School; Monterey, California

Calfee Nonprofit Organization Clients

  • Bonnie Brae; Liberty Corner, New Jersey

  • Fieldstone Farms Therapeutic Riding Center; Bainbridge, Ohio

  • Sarasota Military Academy; Sarasota, Florida

  • St. Luke’s Foundation; Cleveland, Ohio

  • The Gathering Place; Cleveland, Ohio

  • Western Reserve Land Conservancy; Hunting Valley, Ohio

  • Nonprofit charitable foundation; Jackson Hole, Wyoming

  • And many others