When it comes to your physical health, you don’t call a knee specialist if you have a problem with your shoulder. In the same way, your financial advisor should offer wisdom and insight specific to your unique needs. That’s why at Castillo Wealth Management, our mission is to understand your values and priorities before we ever begin planning. We want to know what’s important to you and how you need help so we can ensure you find the best strategies to support the life you want to live.
Here’s How We Begin our Relationships with Clients
When you’re referred to us, we’ll schedule an introductory phone call so we can get to know each other better. We’ll briefly discuss your needs, goals, and values, and what you expect from working with a financial advisor. This call helps us both determine if we’re a good fit for each other, and it usually lasts between 15 and 20 minutes.
We believe prognosis before diagnosis is malpractice—in finance as well as medicine. We can’t create a plan or show you a reasonable trajectory for your future without first understanding your present situation, so that’s where we begin. In our first meeting, we’ll ask you to bring financial statements and data for us to review, and we’ll have a deeper discussion of your goals, concerns, and what you want your future to look like.
Once we know more about you, we’ll analyze your finances and create a condensed plan for you to review. We’ll present it to you in our second meeting together, and we’ll answer any questions you have. We know trusting someone with your future is a major decision, so there’s no obligation to work with us after this initial review—instead, we ask that you take the plan home, give it some thought, and determine if we’re a good fit for you and your family.
If you accept our offer to become a client, we’ll schedule a follow-up meeting to answer questions, get additional information from you, and discuss our next steps. Then we’ll create a comprehensive plan to help you preserve your assets, mitigate your tax liability, and enjoy your retirement purposefully and confidently. We’ll help you implement your strategies over time, providing support and guidance every step of the way.
Ready to gain clarity about your financial future? Schedule your introductory call with us today.