FAQ
If you have questions, we have answers!
What is the financial planning process?
Financial planning is a 5-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) an outline of steps you will need to take to achieve your goals and objectives for the future.
It is important to remember that financial planning is a process not an event.
How can your services help me?
How much do you charge?
Fees are based on the type of service and products you need. Our fees are always fully disclosed and agreed upon by you, prior to any investment advisory services. There is no charge for our free consultations and fact finding meetings.
Does working with a Christian financial advisor matter?
Financial advice is personal and tailored to the individual. Having a Christian financial advisor who shares a common worldview, enables them to better understand your priorities and what you are hoping to accomplish. A Christian financial advisor understands the role of a Biblical steward, and seeks to apply Biblical wisdom to your situation, thereby helping you manage the finances the Lord has entrusted to you in a way that will glorify Him.
How would we get started?
The first step is an initial inquiry from you. Call us at 580-200-0984 or email us info@castorfs.com We offer an initial no-cost, no-obligation introduction meeting, either in our office or by phone.
Do I need to live in Oklahoma to work with you?
Though we have a physical office in Vici, Oklahoma, technology enables us to work with clients all over the United States. If you don’t mind working virtually, we are available via phone, e-mail and video calls.
What is a fiduciary?
Fiduciary is derived from the Latin fiducia, meaning “trust”, and means that we have the legal and moral obligation to put your needs and interests before our own. This means we have to do what is best for you at all times. Although this seems like what a professional should normally do, not all advisors are held to this standard.
“The only thing that stands between a man and what he wants from life is often merely the will to try it and the faith to believe that it is possible.”
— Richard M. DeVos
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.