The CFP Letter

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Monthly financial clarity from a CFP® who skips the jargon.

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By

Brittney Castro

CFP® · Speaker · Partnerships · Life Insurance

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The Financial Wellness Checklist.

Three pages. Four parts. Every box you should be able to check off, and exactly what to do about the ones you can't. Built from the same questions I ask real clients as a CFP®.

  • Part 1 — Your Foundation: income, spending, emergency fund, credit, and a debt payoff plan you'll actually follow.
  • Part 2 — Protection: the insurance, beneficiary, and estate basics almost everyone skips.
  • Part 3 — Growing Wealth: your match, your fees, your accounts, and your real "enough" number.
  • Part 4 — Mindset & Habits: money dates, automation, and rewriting the stories you inherited.
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What's Inside Every Issue

Three pillars.

Every issue covers the three areas where most people are leaving money and peace of mind on the table.

01

CFP Hot Take

The financial myths or hot takes on trending topics

02

Finance Meets the Future

AI tools, money trends, and what they actually mean for you

03

Money Moments That Hit Different

Real client stories that make you rethink everything

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From the author

"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 empowered about their financial future."

— Brittney Castro, CFP®

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