About Caligiuri Financial
Click Here✓Fee only Registered Investment Advisor serving in a fiduciary capacity
✓CERTIFIED FINANCIAL PLANNER™ (CFP®)
✓Member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN)
✓Specialize in serving physicians and physician-scientists
One-Time
Financial Plan
✓Schedule a free, exploratory meeting
✓Decide whether our pricing and services fit your needs
✓Schedule a meeting where we can collect the information necessary to prepare your customized financial plan
✓Schedule a time to review your financial plan
✓5% of proceeds go to a Pelotonia rider of your choice
Financial Planning Partnership
✓ Complete the One-Time Financial Plan process
✓ Decide whether our pricing and services meet your needs
✓ Schedule a client onboarding meeting
✓ Let us implement the One-Time Financial Plan recommendations for you
✓ Build a lifelong relationship with an advisor who will serve you as your needs change
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