Featured Blog: Why You Need to Know Your Assets

Written by Brittney Castro

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 FinanciallyWiseWomen 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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Basics | Financial Planning | Money

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September 25, 2015

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

http://www.youtube.com/watch?v=io5pctpdIVA

As we grow and mature on our financial journeys, so many of us forget to get our legal affairs in order so we can protect ourselves, our assets and our families—so this week’s Financially Wise Living episode is a great reminder of that.

In it, I’m introducing you to Sona Tatiyants. Sona is my friend, a mom, and an estate planning lawyer with L.A.’s Lynk Law, Inc.—like so many of you, she’s got a lot on her plate.

In this video, Sona will explain how to protect your assets—how to figure out what you have, how to designate your beneficiaries and why estate planning is one of the most financially wise things you can do.

And remember, I’m here to help you create a financial plan that will work hand-in-hand with your plans for your estate—now and in the future. Schedule your free Discovery Session with me today so we can talk more about it—I can’t wait to hear from you.

Love and success,

Brittney

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.