step into
your
true wealth
We Will Help You To Build, Grow, And Protect Your Wealth.
At Kālā Capital, we educate, guide, inspire and coach our tribe of New Money Millionaires as they navigate the uncertain waters of personal finance and money management.
Founded to help small business owners keep more of what they make by developing a clear, simple and automated money management system without the stuffy uptightness typically associated with the financial service industry. Kālā Capital is here to save you time, energy, and money while you pursue life's highest priorities.
Our goal is to show you how to have it all – both now and for generations to come – be in complete control over your finances and most importantly, be happy and at peace with your money.
At Kālā Capital, we educate, guide, inspire and coach our tribe of New Money Millionaires as they navigate the uncertain waters of personal finance and money management.
Founded to help small business owners keep more of what they make by developing a clear, simple and automated money management system without the stuffy uptightness typically associated with the financial service industry. Kālā Capital is here to save you time, energy, and money while you pursue life's highest priorities.
Our goal is to show you how to have it all – both now and for generations to come – be in complete control over your finances and most importantly, be happy and at peace with your money.
What We Do
WHO WE HELP
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Digital Entrepreneurs and Business Owners who want to have it all when it comes to their financial lifestyle, reduce taxes, and build long-term meaningful wealth.
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Coaches who value the power of receiving expert advice and having a professional mentor to hold them accountable.
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Creators who need to focus their energy on what they do best, but don't want to ignore the practical side of wealth building.
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Healers, both spiritual and physical, who are on a mission to improve their patients' lives and positively impact the world around them.
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High Achievers who understand that it is their responsibility to take action and create the life of their dreams.
"It’s been really transformative working with you because now I feel so much more confident and I love that I’m way more involved with my money and it’s cool to be a part of your own growth."
– Danielle
Testimonials were given by current Advisory clients. No cash or non-cash compensation was provided directly or indirectly for the testimonial.
FINANCIAL SERVICES
We’re here to help you achieve your financial goals and meet your needs every step of the way. Begin mastering your money with our educational resources, leverage our financial planning and coaching services along the way, then go all-in with our wealth management offering. Today is the day to start taking steps to secure your financial future!
Educational Resources
Learn the language of money! Develop your financial literacy, so you can make better fiscal decisions for yourself, your business, and your family. To that end, our educational resources are designed to give you the tools, tactics, and tips to achieve your wealth creation goals!
Wealth Management
Get fired up and find the courage to realize your full financial potential with our done-for-you wealth management services. Our wealth managers are here to help you confidently invest in the stock market like a pro. This is ideal for businesses and individuals looking to delegate portfolio management.
ABOUT US
Kālā Capital Partners (pronounced Kaw-law and often shortened to KCP) is a virtual-based Registered Investment Advisor firm providing financial education and recommendations to our students and clients.
Kālā Capital was founded with the intent of empowering action takers in their pursuit of financial freedom by educating, guiding, inspiring, and coaching them through all money matters. Kālā Capital advisors are fiduciaries who understand that every individual and each situation is unique and therefore are committed to helping you create a custom road map with clear and simple steps that, over time, will increase and protect your economic freedom.
We are NOT your typical financial advisors. We don’t use high-pressure sales tactics to convince you to purchase financial products that pay us a commission. We don’t have income or asset requirements restricting access to quality information and guidance. We don’t use industry jargon or belittling language you might hear from your parents' financial advisor.
We focus on leveling up your knowledge and understanding so that you can take control of your money mindset, and personally, as well as financially benefit from the experience.
OUR METHOD TO ACHIEVE FINANCIAL SUCCESS
Our New Money Millionaire method is designed to compress time and save energy on your journey to financial freedom. Don’t worry, you DO NOT need to be a current millionaire to benefit from this framework. By applying our five-pillar success framework that took over 10 years to develop, you’ll benefit from years of time-tested wealth principles that have been proven to help people retire early and avoid making costly money mistakes!
1
Financial Literacy
Learn the language of money to effectively communicate and make educated money decisions.
2
Clarity
Clarity leads to a solid road map. If you don’t know where you are at or where you are going, you may never get to where you need to be.
3
Coaching
Feel empowered and motivated to tap into your full potential, stick to the plan, and avoid costly money blind spots. Knowing what to do is not the same as doing what you know.
4
Planning
Implement habits critical to your financial success without constantly needing to spend time, money, and energy making money decisions.
5
Monitoring
Ensure your plan is in complete alignment with your current situation and priorities in life, both now and in the future.
WE ARE PROUD FIDUCIARIES
Meaning not only is it our legal obligation but our moral promise, to always put your best interest first.
We will always:
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Put your best interest first
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Avoid conflicts of interest
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Act with prudence; that is, with the skill, care, diligence, and good judgment of a professional
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Not mislead you and will provide conspicuous, full, and fair disclosure of all important facts
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Fully disclose and fairly manage, in your favor, any unavoidable conflicts
COMMON FINANCIAL PLANNING ROADBLOCKS
It's common knowledge that time is one of our most precious assets in life, yet so many people will delay taking action and ultimately waste their time…
While everyone’s situation is unique, we find that simply getting started is the greatest roadblock inhibiting success. In our eyes, delaying action will be your most costly mistake.
When this happens, it’s typically due to one or more of these six roadblocks:
Fear
They’re scared of investing and don't like the thought of losing money. Many people feel overwhelmed by the financial markets or have had poor past experiences.
Focus
They’re laser-focused on short-term goals like making more money or paying down debt and don’t feel the urgency to address long-term goals.
Procrastination
They know they should do something, but are waiting for any number of reasons (pay down debt, increase income, start a business, have a family, etc.) before starting to plan.
Mislead
They've been tricked into thinking they must already have a lot or make a lot of money to start planning ahead and put money aside for their future.
Blindspots
They’re unsure of where to start, who to trust, and what to focus on. Or they simply don’t realize that they need to start planning for their financial future now in order to be successful later.
Situational Awareness
They're unaware of their greatest money threats and opportunities they currently face and therefore don’t know they need to be taking action now.
Sound Familiar?
Getting started early is hands down the easiest way to secure your success.
Kālā Capital’s New Money Millionaire program and step-by-step guide will debunk each of these major roadblocks so you can begin to crush your goals and step into your true wealth!