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.
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"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
Want more from the People’s Advisor, Monique Castillo? Check out her articles on Rethinking65!
This bear market we are in has just roared. For those who turned the shake-up of the pandemic into making time for proactive planning, they should remain calm and reassured.
There’s no denying, bull markets are fun and sexy. The bear market’s attributes, on the other hand, are often overlooked.
Give yourself some credit and some slack – it is likely to catch on to those around you and you’ll be proud of what you inspired.