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.


Let's set up a time to discuss your goals and answer your questions.

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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  

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Want more from the People’s Advisor, Monique Castillo? Check out her articles on Rethinking65!

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Financial Journal

What lessons have we learned from the Great Recession and the sudden impact of the pandemic on our business plans and personal lives? We can fool ourselves into equating taking in information as action but if we do not implement the new knowledge into our behavior, we cannot expect to see much improvement.
Monique Castillo |
When a vendor offers you the choice of Delivery or Curbside pick-up, what is the deciding factor on which you will choose? Usually time, right? If we want it faster than the stated delivery time, we will come to pick it up ourselves. Germany just commissioned its fifth ship, called Floating Regasification Units, to pick up liquefied natural gas from countries around the world1. It is perhaps feeling the urgency of time before winter approaches...