Monica Castaneda

Book a call/zoom with me:

Working with us is simple and easy. We work through 4 simple steps with our clients to help them alleviate the uncertainty around their Financial Security:

1. Define core values and vision.

2. Highlight risks which could prevent them from reaching their goals.

3. Create a customized written plan to guide their financial decision making.

4. Stay in touch regularly to review customized plans as family and/or business evolve throughout life.

We look forward to partnering with you!

Retirement Planning/Pension Review (CA)

Welcome! I am here to serve and educate you about your state pension benefits and supplemental retirement options.This will be an interactive meeting.... Read more

30 minutes

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FOLLOW UP APPOINTMENT

I look forward to continuing to serve and assist you on your path to Financial Independence! Navigating the financial space is complicated.Please comp... Read more

1 hour

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APPROVAL APPOINTMENT

30 minutesCongratulations! This appointment is to review your approval.

30 minutes

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COMPLIMENTARY CONSULATION

Duration: 30 minutesThis is a Complimentary Consultation, which is a concise 30-minute session designed to quickly assess your financial goals and cu... Read more

30 minutes

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Personal Financial Review

Please complete the Homework below and learn about indexed growth tax-advantaged strategies before our next meeting. The resources are very info... Read more

1 hour

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Annual Review for Clients

It’s time for a yearly annual check up! Things we will go over:Life changes in the past yearUpdate personal informationUpdate beneficiariesReview yo... Read more

30 minutes

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Game Plan Interview

Welcome New Business Partners!This is for NEW BUSINESS PARTNERS coming on board to do a Game Plan on how we can assist you to achieve your goals.Look ... Read more

30 minutes

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3-Way Call

This is for agents who need assistance with 3-way calling potential business partners.

15 minutes

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Business Partner Check-In

Training and/or accountabilityYou are in Business for yourself, Not by yourself!

30 minutes

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