The CFP Letter
Monthly financial clarity from a CFP® who skips the jargon.
CFP Hot Takes — myth-busting straight from a credentialed planner
Finance Meets the Future — AI tools, money trends, explained in plain English
Money Moments That Hit Different — real client stories, real transformation
Free resources — guides, tools, and checklists every issue
What's Inside Every Issue
Every issue covers the three areas where most people are leaving money and peace of mind on the table.
01
The financial myths or hot takes on trending topics
02
AI tools, money trends, and what they actually mean for you
03
Real client stories that make you rethink everything
From the Letter
"Too many people, especially women have sat across from a financial professional and left feeling smaller than when they walked in. As a CFP®, I believe the most powerful thing I can do is educate people so they understand their money and options and help them feel seen, heard, and completely in control of their financial future."
— Brittney Castro, CFP®
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