Comprehensive Financial Planning: Your knights at the round table

The full coordination of one’s personal or family’s financial world. This first and foremost includes education. It is a primary mission of Castellan Financial Group that our clients understand and feel confident in our recommendations and ultimately the decisions they are making. In more specific detail this includes review, analysis, recommendations and implementation of a tailored plan towards your goals and objectives. This involves the six main pillars of financial planning:

All financial planning clients have open access to their advisor without the need for the feeling of being billed based on time.  We always have a next meeting scheduled, and we will be in communication regularly regarding outstanding action items.  Ad hoc meetings can also be scheduled, if need be, to follow up on items between meetings or working with third parties to complete outstanding tasks.  We help assemble your “Knights of the Round Table” and ensure that the professionals providing you with advice are working together and coordinating efforts.  Whether that be an attorney accountant, or another third party, we at Castellan want to be there through implementation, and continue to monitor in case adjustments are needed over time.

At Castellan Financial Group we strongly believe that every individual and family benefits from a holistic Comprehensive Financial Plan. However, we understand that some are searching for specific needs such as asset management or insurance planning.