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

A Process for Bridging Fairness in Compensation

We are always engaged by and work exclusively for the board to assist in the development of compensation, salary, benefit and incentive programs for leaders, key staff and the entire institution. The Calfee process is detailed below.

 The Calfee Financial Process is:

  • Specific: We visit your institution and meet with the executive director, president or head, the board and other committees and parties you feel will provide insight. We learn your culture and history. We ask questions—and we listen.

  • Strategic: We ask about the mission and strategic planning for the institution and how the compensation philosophy and programs can better enable you to achieve your goals.

  • Open and collaborative: Our services are designed to build a supportive advocacy relationship in which everyone’s interests are represented. We will not enter into an adversarial relationship. The board should understand the reasoning behind the compensation program as the organization leader should understand the board’s expectations.

  • Methodical: The process of crafting compensation philosophies and packages gains in credibility with careful and judicious vetting of opinions and provision for input from all vested parties. We devote the hours required to develop, with the appropriate board committees, the timeline for review of compensation and benefit packages.

  • Wide-ranging: We conduct a comprehensive study of current compensation and benefit packages for competitive analysis and market comparison based on current needs and projected future requirements. We help you decipher the complexities and possibilities of compensation.