As a Financial Consultant, I am responsible for preparing financial plans that help meet our client's needs and help them reach their financial and life goals. I start by understating what is important to our clients and get information on what assets they currently have. From there I develop a financial blueprint with the data that the client gives me to ensure that we are accurately reflecting information which allows Castle to give sound advice. Additionally, I help prepare for client meetings by preparing financial planning and investment reports. I take pride in helping others and do so in an ethical and moral fashion.
