FINANcIAL PLANNING SERVICES

Are you ready for a total financial planning experience?

01

DISCOVERY

CALL

30-minute phone call to confirm its a a good fit.

02

DATA

SESSION

Collect financial data and confirm financial goals

03

STRATEGY

SESSION

Present custom budget and financial recommendations

04

ACTION

SESSION

Implement financial advice and outline next steps

05

REVIEW

SESSIONS

Two 60-minute review calls to check in, take action on financial advice.

 

PLUS: 90 days of email/phone access for continued support

We’ll cover all the bases and then some

  • Budgeting & Spending

  • Debt Management

  • Goal Setting

  • Buying a home

  • Employee Benefits & Insurance

  • Stock Options

  • Investment Planning

  • Retirement Planning

  • Tax Strategies

  • Estate Planning

Which oNE aRE You?

You deserve to live the life of your dreams, free from stress and anxiety about money. Let me show you how."

- Brittney Castro, CFP®

BOOK YOUR COMPLIMENTARY DISCOVERY CALL