Castle Rock Financial Planning

A trusted fee-only planning firm.

lauri@castlerockfp.com
651-294-0013

Home
About
- Lauri Salverda, CFA, CFP®, AIF®
- Jody Stroh
Services
Why Choose Us
Resources
Client Portals
- Stashboard
Blog
Contact

Castle Rock Basic Budget Template

December 14, 2020 By Lauri Salverda, CFA, CFP®, AIF®

Castle Rock Basic Budget Template

Recent Posts

What the “One Big Beautiful Bill” Could Mean For You August 1, 2025
End of Year Tax Planning Ideas February 14, 2025
GIVE YOUR FINANCES A SPRING CLEANING April 22, 2024
What Are I Bonds And How Do They Work July 14, 2022
When You or Someone You Love Receives the Diagnosis June 21, 2022
Are ETFs Truly the Best Way to Invest? September 24, 2021
Castle Rock named one of Top Financial Advisors in St. Paul by Expertise for Third Year Running August 1, 2021
Making Summer Jobs More Lucrative for Your Children and Young Adults July 4, 2021
What is all the talk about NFTs? April 5, 2021
How do you value a bond? January 7, 2021

Blog Categories

Blog Posts
Financial Planning
Industry News
Investment Management
Lauri Salverda, CFA, CFP®, AIF®
Philanthropy

Contact Information

Castle Rock Financial Planning
2267 Waters Drive
Mendota Heights, MN 55120
lauri@castlerockfp.com
651-294-0013

Recent Blog Posts

What the “One Big Beautiful Bill” Could Mean For You August 1, 2025
End of Year Tax Planning Ideas February 14, 2025
GIVE YOUR FINANCES A SPRING CLEANING April 22, 2024

Can’t find what you’re looking for?

Subscribe to our mailing list

Copyright © 2025 Castle Rock · Financial Services Marketing by PSM Marketing · Log in