Your Personal Finance Fiduciary and Investment Consultant
How Are We Different?
- We practice fee-only financial services which means we do not take commissions from any product sale
- We are fiduciaries - the client's best interest is our first interest
- We develop customized financial plans based on your individual and family needs
- We look at all aspects of financial planning from basic budgeting to insurance and retirement needs to tax and estate planning
What We Do
We have two basic types of fee-only services:
- Financial Planning
- Investment Management
Services can be conducted on an hourly basis or on a project basis to help keep your costs to a minimum.
We also conduct workshops and seminars on a variety of topics related to the financial planning industry. Contact Us to schedule a custom workshop for your school, employer, church group or neighborhood.
What is Financial Planning?
A financial plan is all about you and your family, your goals, and a written plan on how you will get there. We start with an in-depth one-on-one session with you to understand your family dynamics, current financial status, what your short and long range goals are, and what you would like your family legacy to look like. We will then go to work to create a customized financial plan just for you and your family. Although we may make product recommendations based on your individual circumstances, there are no product sales or commissions associated with the financial plan. In many cases, you may keep the financial products you already own.
Each component of the financial plan will be tailored to your specific situation, risk tolerance, and goals. We will review this plan with you in detail and help educate you in all aspects of the plan. Any action items will be clearly documented so that you can simply follow our instructions. We can then agree to have regular follow-up sessions to help you keep on track.
Components of the Financial Plan
Who We Are
Kastler Financial Planning is an office of Garrett Investment Advisors, LLC, a fee-only financial planning firm.
We are also a member of the National Association of Personal Financial Advisors (NAPFA).