Welcome to Asti Financial Management!

We have been helping clients in the Bay Area and across the country achieve their goals since 2006.   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 help to figure out your company’s options (RSUs, NSOs, ISOs), we can help!

It all begins with a phone call. We set up a brief introductory call to learn a little about you, your situation, and why you are looking for a financial planner. This allows us to see if there is a fit between your needs and our services.  On the call we will cover the various ways we could work together and our fees.  We can then move forward to an in-person or virtual meeting – either as a paid hourly meeting or a session to define the scope of your comprehensive plan/project.

We work with clients in a few ways – either via a comprehensive financial plan or on an hourly, as needed basis. You can learn more about these services below. 

We have gone 100% virtual!  We provide the same high-quality investment and financial planning advice, but our Team engages with clients virtually. 

COMPREHENSIVE
PERSONAL FINANCIAL PLANNING


Comprehensive financial planning analyzes all facets of your financial situation in order to create a customized, integrated financial plan. Your plan will include specific recommendations to help you meet your short, intermediate, and long-term financial goals.

Your plan may cover budgeting, taxes, insurance, investments, retirement, education planning, estate planning, and other specific financial goals you may have.

ADVICE ON AN HOURLY,
AS NEEDED BASIS


We offer hourly financial planning to meet your targeted needs. Sometimes all you need is a little good advice. That’s ok! We provide advice on an hourly basis with no long-term commitment or contracts required. We don’t have a hidden agenda or any products to sell. Just professional advice and specific recommendations for your specific needs.

We don’t have any products to sell or commissions to earn. Just professional advice, specific recommendations, and analysis to get you the targeted answers you want.

Offering 100% virtual meetings. 

Start A Conversation Today!

 

Talk with one of our team members to see if we're a good fit for you!

We are 100% virtual!!

Mailing address:

P.O. Box 319

Novato, CA 94948
510.525.8557