Financial peace of mind
an hour at a time
A different way
Fee-based Financial Planning with unbiased advisors, for your peace of mind
We have been helping clients in the Bay Area and across the country achieve their goals since 2005. We are unique in the financial planning industry because we charge an hourly rate for our services. This allows us to work with clients from all walks of life regardless of income, investment assets, or net worth. Whether you need help planning for retirement, changing careers, helping your children fund college, professional advice on your portfolio, debt coaching, or even help figuring out your company’s options (RSUs, NSOs, ISOs), we can help!
It all begins with a free strategy session. In this call, we will learn about you, your situation, and the help you need from working with a financial planner. This allows us to see if there is a fit between your needs and our services. On the call we can discuss various ways we could work together. If all sounds good, we set up a virtual meeting – either as a paid hourly meeting or a complimentary consultation to discuss your comprehensive financial plan.
“Since our founding in 2005, Asti Financial has been completely independent. We are a Fiduciary to our clients. We are not affiliated with any broker/dealer as we want to be 100% objective in any strategies or investments recommended to clients.”
Founder, Julie Asti
Offering 100% virtual meetings.
Schedule a Strategy Meeting Today!
Talk with one of our team members to see if we're a good fit for you!