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

Significant Responsibilities, High Expectations

As the president, executive director or head of a not-for-profit institution or independent school, you have significant responsibilities and high expectations. Much like the CEOs of for-profit multi-million dollar operations, you lead and manage substantial enterprises.

These are demanding positions with many challenges:

  • Profit and loss responsibilities including day-to-day management of operations.

  • Communication with constituents as to the value of your institution.

  • Expectations to attract, retain and continually motivate faculty, staff or administrators.

  • Raising capital and monitoring all financing issues.

  • Development of endowment resources.

  • Government-mandated benefit and retirement requirements.

  • Long-range strategic planning.

As Head, President or Executive Director, How Can You Value:

  • Your drive to have an influence?

  • Your love of people, passion for learning and desire to help?

  • Your desire to improve your institution, constituents, financial security and yourself?

  • You are in demand: How will fulfilling this position advance the school or institution … and your career?

Calfee Financial will assist you in answering these questions—and bridging your position with the board to provide a win-win solution. The goal is to arrive collegially at an agreement that satisfies all parties. This enables everyone to focus on carrying out the mission and pursuing the vision of the institution. See compensation case histories.