Core Values

1. Decision Making 

Caler&Company relies on effective decisions and has a process for making them. We also help our clients make decisions. Everyone on the Caler&Company team participates fully — as a group and individually. We commit ourselves completely to the choices we make.   

2. Entrepreneurs Rule

Caler&Company is entrepreneurial in spirit: We know how to take risks and realize that there are no guarantees — therefore, we will not look for them. We are the entrepreneur’s right hand, sounding board, consultant and partner. Our success is directly linked to his or her success. 

3. No Mediocrity

Caler&Company does not tolerate mediocre standards of performance from ourselves, or from those that surround us. We communicate frequently and graciously with each other, vendors and clients and we do not pass on problems for others to fix if we can fix them ourselves. Good enough never is. 

4. Do It Now 

Caler&Company overcomes procrastination — we get it done now. We develop timetables, establish deadlines and abide by them proactively. Time management is critical to our success.  

5. Overcome Roadblocks

Caler&Company will discover and analyze all barriers holding us back from growth and success and act swiftly and decisively to mitigate those discoveries. 

6. Always Lead

Caler&Company is assertive, but never aggressive.

7. Use the Plan

Caler&Company has long and short-term goals. We have five-year, two-year, yearly, quarterly, monthly, weekly and daily goals shared with staff. We plan our work and work our plan.

8. Bottom Line

Caler&Company understands financial planning and economic principles and it is evident in all that we do — for ourselves and for our clients. 

9. Find the Flaw and Fix it

Caler&Company will learn how to fail. Failure must always yield a lesson; it is shared by all and new choices and new behaviors will be made. Find the flaw and fix it — permanently (F3P). We operate on confidence and courage, working through fears, doubt and anxiety to find solutions and learn lessons.  

10. Rewards Matter

Caler&Company understands the rewards: Recognition, ego, self-esteem, family, health, time off, money, position and stuff (things).

11. Constant Improvement

Caler&Company is not afraid to seek help: Advisory council, consultants, colleagues, associates, peers, clients, vendors, associations, books, dialogue, etc., and we use these tools for continuous improvements. We know we are not islands — we cannot grow or be successful alone. 

12. No Games 

Caler&Company avoids games, recognizes when they are occurring and does not participate in manipulative “Power Plays." 

13. Choose Wisely 

Caler&Company knows its rights. The client has the right to say yes or no — and so do we. The client is king and therefore we choose clients wisely. 


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