Current clients have access to several tools as part of their financial planning services with Kastler Financial Planning:
- Access to your Financial Dashboard showing current balance sheet, liquidity, debt, and current action items
- You can also update your Profile, including Goals, Income, Savings, and Expenses
- Access to your secure EGNYTE electronic file cabinet for your pertinent financial documents
- Access to on-line help videos and tutorials (future)
Clients, choose your activity:
The Kastler Financial Planning web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kastler Financial Planning web site. These sites are managed by unaffiliated organizations that provide financial planning products used by Kastler Financial Planning to aid in your financial planning services. These links are only offered here for your convenience and for use at your own discretion.
Kastler Financial Planning and Garrett Investment Advisors, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites.
Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party websites may provide different security features than the Kastler Financial Planning web site.