Casita: the new home for your money

We’re on a mission to help people make empowered financial decisions.

Hi, I’m Mark.

My goal is to help you feel confident about your financial choices, no matter where you're starting from.

Our service: financial planning

We help clients make empowered financial decisions by empathically listening, educating, and providing clear counsel.

How’s your financial health?

Take 5 minutes to use our calculator and find out your Financial Health Score.

Let’s Build Boldly

Everyone deserves solid financial guidance, regardless of their circumstances. Partner with Casita and let’s build boldly towards your financial future.