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.

Appointments

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

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  

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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

Living in the Present & Planning for the Future

Monique Castillo |
Categories
Education
Retirement
Financial Planning
financialliteracy
My trip to see my old Canadian friend Wendy, now living in Nice, France was so replenishing. The French have not over-hyped their foods, they have found that balance between looking and tasting delicious. The architecture and the landscape views were also a visual delight for me. She has achieved a wonderful balance between living her present dreams while planning for her future.

Putting it All in Perspective

Monique Castillo |
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.