Building Confidence in Your Finances
Many firms and business owners rely on financial advisors but aren’t sure their strategy truly supports long-term goals. An assessment can uncover gaps in your financial plan, investment strategy, and advisory relationships, strengthening performance & confidence.
Trusted Financial Leadership
Independent Advisory Review
At Cathcap, we help business owners and professional firms evaluate the quality, structure, and alignment of their current financial position. Our assessment reviews your financial plan, investment strategy, and advisor relationships to ensure your goals, risk tolerance, and long-term growth are fully supported.
What we do
Objective Insight and Strategic Guidance
Our services are designed to match your business’s needs. Whether you’re a startup or an established company, our Fractional CFOs provide expert financial guidance that helps you make strategic decisions and achieve sustainable growth.
Complete Evaluation
Gain a clear understanding of your current business, its health, investment products, and overall financial plan.
Expert Financial Review
Our experienced financial advisors assess your portfolio, asset allocation, and tax planning strategies.
Transparent Fee Analysis
Understand advisory fees and business models to confirm your current arrangement supports your best interests.
Forward Planning Support
Identify opportunities for better diversification, improved risk management, and long-term financial growth.
Turning Evaluation Into Action
We don’t just assess your financial plan; we translate findings into strategies that drive improvement. From refining investment approaches to strengthening advisor alignment, every recommendation is designed to support measurable financial progress.
What Your Cathcap Team Will Look Like
Dedicated To Driving Your Success
Your team or “pod” will consist of a CFO, two controllers, and an analyst.
Objective Guidance, Real Impact
Aligning Strategy With Your Goals
Our process gives you a clear picture of how well your assets, investment products, and tax planning strategies align with your goals. We focus on identifying actionable improvements that enhance performance and long-term financial health.
Strength in Every Decision
Turning Data Into Measurable Results
We help you act on the issues our assessment reveals: helping realign your business to your goals while filling the gaps we identify. Every recommendation is practical, data-backed, and built for sustained growth that withstands changing market conditions.
Ready to empower your financial journey?
Talk to a CFO today! Schedule a consultation to explore how we can provide the strategic financial leadership your business needs-without the full-time commitment.
Let’s start a conversation that transforms your business.
Mon – Fri, 9a – 6p
About Our Services
FAQs
It’s a comprehensive review of your current financial planning services, investment strategies, and advisor relationships to confirm they align with your goals and risk tolerance.
Regular evaluations help ensure your financial advisor or registered investment adviser provides transparent guidance, appropriate fees, and strategies that adapt to changing market conditions.
We assess your financial plan, investment products, tax planning strategies, and advisory fees, among other things, to identify strengths, gaps, and opportunities for better performance.
Most organizations benefit from an annual review, but you can reassess more frequently if your financial goals, investment strategy, or market environment have changed.
Cathcap’s assessments are objective. We don’t sell investment products or earn commissions; we deliver unbiased insight designed to strengthen your current financial relationships and results.