Tailored Services

Every individual is unique and has a different set of financial priorities. I can help you map out the way to reach your goals.

The People's Advisor

Choosing an advisor is a personal decision with far reaching implications. See how I can help you get to higher ground.

 

Monique Castillo headshot

My Mission

"A lot of what I do for my clients is centered around setting goals and addressing challenges.  As we accomplish financial goals set, we celebrate and determine how to take it to the next level.  I work with my clients to identify possible options and select the one that best addresses their situation.

Whatever chapter of life you are in, I'd like to help you take it to the next level - attain higher ground.  Let's get started."

 - Monique Castillo  

Schedule Appointment

Want more information? Check out the articles on Rethinking65!

Read More

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Financial Journal

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...