Unlock your financial potential with proven success strategies and expert consulting.
Whatever your version of a “castle” is, we’re here to help. Clients range from those just looking to get their personal finances in order, to those looking to expand their financial potential by starting a new business.
Every great venture starts with a spark of inspiration. Perhaps you're dreaming of launching your own business, transforming a beloved hobby into a lucrative career, or bringing a unique creative vision to life. The journey of realizing these dreams is pivotal, and the way you articulate and strategize your vision can be the key to your success. Let's uncover the potential of your ideas together. Contact us for a free consultation, and let's ignite the path to turning your aspirations into reality. Your future is brimming with possibilities – let's explore them together.
Business Client Consulting
Our goal is to help you eliminate obstacles in your mindset that keep your business from making its first million. When you come to us for business consulting, We can offer the following:
Discovering Your Next Project or Enhancing an Existing One
Writing a Business Plan
Determining Core Values
Developing Mission and Vision Statements
Determining Your Legal Structure and Helping Research Filing and Licensing Requirements
Helping You Understand Financing Options
Developing Process and Training Documents
A Self-Study Course on Building Your Own Business is Coming Soon!
Personal Finance Consulting
We can assist you in taking charge of your finances so you can make educated decisions and stop living paycheck to paycheck. You can rely on us to provide the following support services:
Organizing Financial Documents and Building a Current Snapshot of Your Situation
Creating a Plan to Decrease Debt and Increase Cash Flow
Helping You Understand Credit Scores and Credit Reports
Helping You Understand the Basics of Investing
“Kate’s personal finance course helped me make a few pivotal changes in my approach to finances. For one, I realized I was leaving a lot of money on the table by not utilizing a high yield savings account. I’m also looking into mutual funds and closing in on the one that’s right for me, but I had no idea this investment option existed. I come from a family that was humble financially, and this knowledge just wasn’t available to us growing up. I’m excited to put it to use and watched the money I worked hard to earn start to grow.
Kate covers every aspect without skipping a beat, and she has a kind voice. She packed a lot of information into this course without it feeling tiresome. I’m excited for future courses that she releases!”
- Keara O’Brien
"This course profoundly changed my relationship with money, starting with the very first piece, the Money Mindset module. Kate takes you through myths you may be holding about money and helps you find a rational path around them. Not only am I no longer afraid to accumulate wealth -- I have a clear path to doing it. My relationship is benefiting, too, because my significant other and I are finally on the same page with savings, budget and expenditure.
I'd never heard of neuro-linguistic programming, but I used it to create triggers that keep me grounded when I'm starting to spiral down an old (misguided) logic path related to money. Such as, when I'm hit with an unexpected bill and feel the anxiety coming on, thinking "Where the money will come from," I use my NLP triggers to calm me down and help me see that I've saved for this exact reason, and have the means to get past it.
Kate is a patient and articulate teacher with a kind voice and a dense knowledge of finance, wealth-building and the psychology behind them. I had questions on the NLP section and even just wanted her opinion on how I was applying NLP --- she got back to me right away and gave me feedback to push me in the right direction. She treats her students as equals and actually engages with them directly. It's not easy to find this intimate and comprehensive of a course, and trust me, I've tried more than a few.
I’m seeing direct results! Check out my amazing credit score! I couldn't have gotten my score to this point without everything I learned in the Finance Course.
Kudos, Kate."
- Richard D’Albert
“Kate’s Castle provides a much needed “learn at your own pace” experience for anyone who is looking to maximize their money, and set goals to help you be financially successful. The website is user friendly, with videos and workbook pages that feel custom made for each person. Kate’s modules are informative, easy to use, and incredibly meaningful. I loved being able to purchase a consultation to work with her directly, which just added to the personalized experience. I highly recommend Kate’s Castle, and look forward to continuing to make money goals, and celebrate my money making moves!”
- Emily Lamb
“Kate’s course has greatly lessened my potential growth anxiety and has enabled me to make some big financial improvements. She gave me the confidence to take a leap and completely change positions in my career. This meant getting my medical assistant certificate and phlebotomy certificate, something that seemed overwhelming in the past. Since taking her course I have received 3 raises and increased my yearly earnings by 38% giving me an additional $14,000 per year. I appreciated the flexibility in my courses; I was able to take them during my free time (and ignore them when things were hectic).
Kate also met me where I was at and listened to my needs and concerns. She let me choose the best path for me and knew when to listen and when to push. If I mentioned not being ready or interested in making a certain move, she was always willing to table it and bring it back up when the time was right. She has been great at personalizing my growth pattern by listening to what matters to me and what I had an inclination towards.
This course also encouraged me to look for a variety of passive incomes to supplement my current earnings. I was encouraged to find ways to increase my income by making my interests and hobbies into a passive income in a way that didn’t take away my joy in the process.
I would highly recommend this course!
- Ausyrai On
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Available Courses
Get anytime access to our growing collection of classes and exclusive content. New items added periodically. Modules included to give you financial independence: Money Mindset, Financial Fitness, Credit Score Curriculum, Increasing Income and Lowering Liabilities, Saving for Sunshine, Investing Intelligently, and Transforming Taxes.
In this module, we journey through the intricacies of credit scoring, equipping you with the knowledge to take charge of this vital aspect of your financial life. Here's a glimpse of what you'll learn: Understanding Your Credit Score, Improving Your Score Strategically, Credit Reports Unveiled, Building Healthy Credit Habits
In this module, we guide you on a journey to understand and harness the power of intelligent investing. Here's a glimpse of what you'll learn: Foundations of Investing, Risk Assessment and Management, Diversification and Portfolio Building, Financial Markets Demystified
In this module, we delve into the psychology of wealth, empowering you to understand the intricate dance between your thoughts, beliefs, and financial reality. Here's a glimpse of what you'll discover: Understanding Money's Energy, Building Wealth Affirmations, Conquering Analysis Paralysis, Neuro-Linguistic Programming (NLP)
In this module, we unveil the strategies to fortify your financial position by maximizing your income and minimizing your liabilities. Here's a glimpse of what you'll learn: Salary Negotiation Mastery, Lucrative Side Hustles, Efficient Debt Management, Savings Acceleration Techniques
In this module, we demystify the complexities of taxes, providing you with insights and strategies to optimize your fiscal footprint. Here's a glimpse of what you'll learn: Understanding the Tax Landscape, Maximizing Deductions and Credits, Effective Tax Planning, Filing Taxes with Confidence
This module is designed to whip your financial muscles into shape, giving you the strength and agility to navigate the complexities of personal finance. Here's a sneak peek into what awaits you: Interpreting Financial Statements, Budgeting for Success, Analyzing Monthly Expenses, Investment Tracker and Goal Setting
In this module, we delve into the nuances of savings, guiding you to embrace a proactive approach towards financial security. Here's a glimpse of what you'll learn: Understanding Savings Dynamics, Types of Savings Accounts, Strategic Savings Planning, Emergency Funds and Rainy Day Planning