Featured Blog: What is Financial Planning?

The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women.

Did you know that people who write down their goals are 50% more likely to achieve them? Just by writing them down!

I know this may seem too easy, but you’d be surprised how many people never get clear about what they want—and therefore never write them down, never giving themselves the chance to achieve their goals.

I know you’re different. You want to use your money to pay for your ideal life–i.e., travel every year, build a cash cushion, buy a home, invest for your retirement and more. That’s why doing financial planning year after year is something I preach, because it allows you a way to use your money to fund these goals in your life.

In this week’s Financially Wise Wednesday video, I want to share more of the details about what financial planning is and is not, as well as the common questions I get all the time about it, to help you remember how important ongoing financial planning is.

Then take action today by scheduling your free Discovery Session with me to talk more about how we can work together in a financial planning relationship.

Remember, you deserve to live a life you love using your money, so commit to financial planning and never be afraid to take the leap and ask for help. That’s what I’m here for.

Onward and upward!


About the author: Brittney Castro, CERTIFIED FINANCIAL PLANNER™ is the Founder and CEO of Financially Wise Women, a Los Angeles based financial planning firm for women. She specializes in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. Brittney’s mission is to help women plan and create the life of their dreams, free from anxiety about money. She is known for her non-judgmental, compassionate approach to financial planning. She has been featured in the Wall Street Journal, New York Times, Financial Planning Magazine, Investment News, and Registered Rep Magazine. Away from the office, you can find Brittney working out, drinking green juice, reading, playing at the park with her dog Arya and of course dancing. Visit her at http://www.financiallywisewomen.com and request a FREE 30-minute Discovery Session to discuss how financial planning can help you use your money to live a life you love. Financially Wise Women is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.


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