Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
About Jaelyn Castaneda
Jaelyn Castaneda
Admin Assistant
Colorado Springs
Jaelyn Castaneda, a current college student, is a married and devoted parent to one child and four dogs. She finds her passion in fostering financial empowerment while embracing the importance of family connections. She treasures the warmth of family moments and places immense value on building strong relationships. With aspirations to teach high school students about financial literacy upon completing her bachelor’s degree in education, her journey will showcase unwavering dedication to personal growth, nurturing her loved ones, and her future mission to inspire others through education.
Jaelyn also thrives on meaningful interactions, finding joy in engaging with others. She enjoys client interactions during her workdays, embracing the opportunity to connect, understand, and positively impact the lives of those she encounters. This enthusiasm for building connections extends to her vision of educating and empowering future generations, where she envisions fostering a supportive and enriching learning environment.
Our Proprietary
MYFIT Planning Process
The MYFIT process is the framework for our service, helping us delve deep into your situation and performing the heavy lifting on your path, freeing you up to focus on what’s important: you and your loved ones. It’s also about so much more than finding the right one-time solution for a single need. It’s about meeting your needs time and time again by tailoring our approach to fit both your financial and your personal life. These are the steps in our proprietary process as we work to discover a strategy to fit you.
MYFIT Discovery Session
MYFIT Analysis & Risk Assessment
MYFIT Plan Design
Discipline Implementation
Meet the Team
Above anything else, our team is here for you, and we use decades of experience in the financial position to seek out solutions we believe will put you in the best position to succeed. We also consider ourselves a family, and we’re excited about the opportunity to welcome anyone into our firm with the same openness and acceptance we show our loved ones. We encourage you to meet our entire team and get to know us, and we look forward to the opportunity to take this journey with you.
Have a Question?
We have answers! Fill out our form below, and we will contact you. We look forward to starting a partnership and giving you direction to reach the retirement and the lifestyle you deserve.
Contact Us
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
info@MathiesFP.com
We Want to Help You Reach Your Goals
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330