You make a good living. You have amazing relationships. And now you’re ready to take your financial life to the next level. You’re sick and tired of financial professionals talking in circles without your specific needs in mind.
You likely have felt self-critical for the financial decisions you’ve made (or not made) in the past. You want someone to explain the financial world to you in a way that’s simple and relatable, as if you were talking to a friend over lunch. You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your life vision a reality.
We’re so glad you found us... the financial planning firm you knew had to exist. That feeling you have? It’s relief. We can’t wait to help you feel peace of mind with your financial decisions.
More than a Financial Planning firm.
Financially Wise, Inc. is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for individuals, couples, and businesses. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams.
We teach our clients the art of money management–how to earn it, save it, invest it, spend it wisely and enjoy it through every stage of life. We don’t sell you any products or manage your accounts for a fee. We simply partner with you to make the best money decisions possible and use your money to live your ideal life.
We are based in Los Angeles and work with clients in person and virtually around the country.
Message from ceo & founder, brittney castro
We’re so happy you found us. The fact that you’ve landed on our website tells me you have been searching for some answers, guidance and help in regards to your personal finance. For a place you can call your own. For a team who understands the journey you’ve been on in your financial life.
I know this because I’ve been there, too. I’ve been where you are now, and I’ve made it to the other side--and created a financial firm to help more individuals like you do the same. This is a place that empowers you about your money and talks to you in a way that makes sense, and doesn’t diminish you or your power. We are a team of financial planners you can actually trust to guide you on your path, and share the best strategies and solutions to your money questions and concerns--not just sell you products.
We want to to inspire you to use your money to live your dream life. To teach you money principles that will change your financial life for the better, forever. We want to be a partner for you as you navigate the different stages in your life--getting married, starting a family, buying a home, investing for retirement. We won’t talk down to you or make you feel stupid, afraid or ashamed of your money past--instead, we’ll listen. We understand that you’re looking for a team who supports you, cheers you on and celebrates your financial victories right alongside you.
We are that team. That safe haven. The place you knew in your heart existed and have finally found. So, welcome. Come join us and the other individuals just like you who have taken the leap and joined us on the financially wise journey.
Look, let’s be real, it takes a village. We are the dream team to serve you on your financial journey. We are here to help you in every way we can.