My Vision as Your Personal Finance Fiduciary and Investment Consultant
“My Core Purpose for this business is to improve the financial lives of my clients”
“My Vision is for people of all income levels to have access to affordable and professional financial planning and investment management services, without the pressure or bias of product sales and commissions”
“My Mission is to provide you with the education, tools and fiduciary advice that is in the best interest of you and your family”
My Vision is About You
I wanted a highly client-centric business as a trusted advisor in the area of personal finance. After many disappointing experiences with my own financial advisors/salespeople over the years, I decided to take an academic approach to preparing for this financial planning career. I completed a Masters of Science degree in Finance (MSF) in 2016. Armed with a financial planning core, portfolio analysis and investment management, economics, business finance, and statistics, I am uniquely qualified to serve you as a personal finance consultant.
Further, I wanted to offer personalized financial plans with the education and consulting that is designed around the skill level of each client. I also wanted this to be a consulting service independent of product sales. And I wanted to remove as much product bias as possible from the final recommendations to the client by not accepting any commissions or product fees.
Finally, I wanted to make these consulting services available to clients of all income levels.
As My Story shows, I’ve been through a variety of personal financial situations in my own life that has added a “real life” dimension to my financial planning practice. Combining these real-life experiences, skills, and the academics, my aim is to bring you unique value in developing your personalized financial plan. From helping you get out of debt, setting realistic financial goals, to complex retirement planning, I want to provide you with a personalized strategy to get you to your goals.
If you are looking to better manage your life, family or business through sound financial advice, I can help you! See Our Services for some examples and pricing for our service offerings. I also do hourly projects for small analysis work, or to break up the broad-based planning process into smaller segments.
- Bachelor of Science in Mathematics and Computer Science
- Studied business at Harvard Business School (non-degreed program for IBM Certified Client Executives)
- Master of Science in Finance
- On-going education in the Personal Finance area
Kastler Financial Planning
When I decided to continue My Story, I wanted to accomplish two things. One is to use my background and skills in a fiduciary capacity to best serve my clients. The second is to be part of a firm that had like-thinking, support, and a business model that I could plug into. I found Sheryl Garrett through one of my college professors. The rest is history.
Kastler Financial Planning is an office of Garrett Investment Advisors, LLC, a fee-only SEC-registered investment advisor firm. Garrett Investment Advisors, LLC was founded in 2011 by Sheryl Garrett, CFP®, AIF®, and a member of her team, Justin Nichols, CFP®, now the president of Garrett Investment Advisors, LLC. Our focus is on being a fiduciary to our clients through fee-only financial planning. We aim to serve all walks of life and income levels.
Being part of Garrett Investment Advisors, LLC provides state-of-the-art financial planning tools and robust resources that help me provide up-to-date advice and support to you and your vision for your financial future. A higher level of continuity of service and additional administrative support allows me to focus on serving you with your financial planning needs.
I am also a member of the Garrett Planning Network, a national network of independent fee-only fiduciary financial advisors and planners, and the National Association of Personal Financial Advisors (NAPFA).