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.
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: