COVID-19 & OUR OFFICE
In order to protect the health and safety of our clients during the COVID-19 pandemic, Castle Rock Financial Planning is offering virtual meetings as well as in-person meetings. We are available during normal business hours (8 a.m. to 5 p.m.), and will continue to offer the same quality level of service. Should you choose to join us in person, please note that the Governor’s order requires face masks be worn by all people at indoor businesses. When you visit our office, you may bring your own face mask, or use one of the face masks we have available. Please feel free to call us at 651-294-0013 with questions.
Castle Rock: A Trusted, Fee-Only Planning Firm
Throughout her many years of experience, Lauri Salverda has developed a passion for transparent and holistic financial planning where her clients’ goals, understanding, and confidence triumphed. Castle Rock was founded on these principles.
We offer a different approach to financial planning and investment management. We will be your trusted advisor each and every step of the way, drawing on Lauri’s experience as a CFP and CFA. With your personal goals in mind, we will build an individualized financial plan that will leave you feeling confident, relaxed, and empowered.
Feature Services
Castle Rock Financial Planning is a collaborative, strategic partner who will help you design and build your ideal financial future. We provide comprehensive financial planning and investment management services to our clients:
News
How do you value a bond?
Recently, someone asked me “How do you value a bond?” I thought others may have the same question. First, we need to understand what a bond is. A bond is similar to a loan: you are lending an amount of money to a corporate or government borrower, who then issues you a bond. The issuer […]
ESG Investing: the What and the Why
Environmental, Social and Governance (ESG) Investing takes socially responsible investing to the next level. ESG looks beyond simply social issues: it looks deeply into the environmental, social and the governance imprints of a company. It involves evaluating each company on: their environmental impact; how they treat their employees; the quality of their relationships with local […]
Women financial planners group rings in 25th anniversary with $25,000 donation to promote women, diversity in the industry
A local group of female financial planners, the Goddesses of Financial Planning, announced a $25,000 donation to the Center for Financial Planning initiative in honor of the group’s 25th anniversary. The funding will support the initiative’s work to promote women and diversity in the financial planning industry. Founded in 1995, the Goddesses of Financial Planning […]
Planning Your Estate
In times like these, people tend to wonder, “What would happen if I were to pass away?” “Will my family, my pets and my possessions be taken care of in the way that I want?” These are questions that need to be considered carefully so that children are cared for thoughtfully, your pets don’t end […]
