Castling Financial Planning, Ltd. provides hourly, fee-only financial planning and investment advice. They focus on helping clients achieve their goals, regardless of their current portfolio size. CastlingFP does not sell financial products or manage assets, avoiding conflicts of interest. They offer advice on mutual funds, exchange traded funds, individual stocks, U.S. Treasury securities, certificates of deposit, variable annuities, and real estate. Services are customized to each client's needs, including budgeting, cash flow, investments, retirement planning, and estate planning.
Fee Structure
Castling Financial Planning does not manage client assets. They provide advice on initial asset allocations and on an intermittent basis at the client's request. They charge an hourly fee for their services.