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

You could be earning a 13.9% bonanza like those running the stretch this year. Some of my long-term readers may remember I originally posted this financial strategy in February 2018 when I shared a story of how I nutritionally prepared myself for a heavy-laden run in Tibet where the high altitude has low oxygen levels which make running difficult. Well, the Social Security Administration has just announced an increase of 5.9% to Social Security income...
Monique Castillo |
Last year’s March threw a curve-ball to everyone’s routines. This year’s March revealed incredible gains for those companies that had a service or product to offer us while we were figuring out how to survive a pandemic. The earnings recently announced by these companies have been an equivalent of kids coming home and reporting one by one that they made the honor roll on their report card. As a mother of three, you can see...
Monique Castillo |
I used to be a big fan decades ago of watching Survivor, totally caught up in it. I don’t know if it is still on air or not, but that was the show’s motto. Those of us still breathing in March 2021 have so far survived the pandemic. March not only represents a year since shelter-in-place initiatives were enacted worldwide. This week’s March 23rd is a year from when the markets hit bottom. As difficult...