Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
About Caleb Moore
Call to Book Appointment
Caleb Moore
Investor Coach
Pueblo
Caleb is a Colorado licensed Investment Advisor Representative, proudly representing Mathies Financial partners. Caleb has over 20 years of experience helping offenders and former offenders incarcerated within the Colorado Dept. Of Corrections learn the basics of business management. Caleb was able to help transform the lives of hopeless men and turn them into productive members of society. Many of these men are now successfully operating their own businesses and managing their earnings to ensure a lifetime of income stability for themselves and their dependents.
Following his career in corrections, Caleb became a multi-state licensed insurance agent. This passion for coaching people has carried over into his role as an Investment Advisor Representative. Caleb’s unfaltering belief in servant leadership has earned him the respect and trust to help families through the many trials of financial and business plan development. In his free time, Caleb enjoys sharing his love for the outdoors with first-time youth hunters and fishermen as a hunter education instructor and youth mentor. Dogs are his constant companion, and he believes there are few things in life that can’t be improved by the companionship of a pup. Caleb, along with his wife, daughter and grandson, lives in beautiful Pueblo, Colorado.
Our Proprietary
MYFIT Planning Process
The MYFIT process is the framework for our service, helping us delve deep into your situation and performing the heavy lifting on your path, freeing you up to focus on what’s important: you and your loved ones. It’s also about so much more than finding the right one-time solution for a single need. It’s about meeting your needs time and time again by tailoring our approach to fit both your financial and your personal life. These are the steps in our proprietary process as we work to discover a strategy to fit you.
MYFIT Discovery Session
In the first phase of our process, we open an honest conversation about the present and future of your finances. Our goal is to ensure you’re comfortable talking about your goals and your circumstances, and we bring a shame-free approach to the initial consultation. It’s about finding a path, and we want to give you the map you need to navigate toward that perfect retirement.
MYFIT Analysis & Risk Assessment
Once we’ve gathered all the facts, we get to work by putting our heads together, analyzing different methods of growth and protection, and assessing your tolerance for risk. This is a brainstorming phase to find the solution we think puts you in the best possible position to succeed. We also customize your plan to you and your needs, finding the right fit for your unique objectives.
MYFIT Plan Design
At this point, we think we have a good idea of your goals and the approach we’re going to use to help you pursue them. For us, this is the most exciting phase, as we get to introduce that plan to you and show you how why we’re passionate about our jobs and why we believe we can guide you toward your ideal retirement. Your plan is built to fit you, and it’s never “one-size-fits-all.” It’s as unique as your fingerprint.
Discipline Implementation
Finally, we have to practice what we preach. We begin to take the proper steps to implement the plan we’ve designed, and we create a clear outline to follow that plan and adhere to its individual pieces. This phase also includes the ongoing maintenance of your plan as we adjust and adapt to any circumstances that might be presented to you, whether they come from internal or external factors.
Meet the Team
Above anything else, our team is here for you, and we use decades of experience in the financial position to seek out solutions we believe will put you in the best position to succeed. We also consider ourselves a family, and we’re excited about the opportunity to welcome anyone into our firm with the same openness and acceptance we show our loved ones. We encourage you to meet our entire team and get to know us, and we look forward to the opportunity to take this journey with you.
Have a Question?
We have answers! Fill out our form below, and we will contact you. We look forward to starting a partnership and giving you direction to reach the retirement and the lifestyle you deserve.
Contact Us
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
info@MathiesFP.com
We Want to Help You Reach Your Goals
Call to Book Appointment
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
