COVID-19 & OUR OFFICE
In order to protect the health and safety of our clients, Castle Rock Financial Planning has moved to virtual-only meetings during the COVID-19 pandemic. 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. Our office is closed to in-person visits at this time. 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: