Contact Castle Rock Financial Planning
Thank you for your interest in contacting Castle Rock! We enjoy working with many types of individuals and families. Though we welcome anyone to get in touch, generally clients for whom we are the best fit have some of the following characteristics:
- Enjoys building personal relationships and having someone they can talk to about their financial questions
- Has a strong interest in charity or philanthropic giving
- Is a lifelong learner with a sense of curiosity about the lived experience of other people
- Values enjoyment as much as honesty
Fees are based on the amount of assets and the complexity of assets in a client’s portfolio, with a minimum fee of $1,500 per quarter.
If our approach sounds like a fit for you, fill out the form below! We look forward to contacting you about our services.