Free Financial Planning Consultation

Plan Today... Enjoy Tomorrow!

Many of our clients do have the knowledge and a firm idea of what they would like to do - they just don't have the time. Others have limited financial knowledge. We understand that managing your finances is not an easy task, and we want to make the process as easy and stress free as possible.

It all starts with a phone call

Before we meet in person with clients, we like to schedule a ‘get to know you’ phone consultation first.  In this call, we 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 what you are looking for and the services we offer.  If there is a match, we’ll talk briefly about our services, our process and our fees.  From this conversation, you can decide if you’d like to move forward and set up an initial consultation.

Complimentary Initial Consultation

Because this is such an important decision for your life, we want you to feel completely comfortable with us. So, we invite you to have a free initial consultation to determine whether our firm is the right fit for you.  In this initial consultation (about an hour), we discuss your financial situation, goals, issues and concerns.  In this meeting we mutually determine the scope of your project. Once an agreement is signed, we’ll gather additional information via phone conversations, e-mail and mail while working on the formation of your plan.  We schedule additional in person meetings as necessary.

* Clients wishing to engage our services on an hourly basis do not receive an initial complimentary consultation as the focus of the meeting is to provide specific investment and financial planning advice.

Completely Confidential

We also understand the sensitive issue of sharing one's personal financial situation, and we hold your information in the highest confidentiality. We liken our role to that of a doctor or lawyer and do not ever share or discuss your financial situation with anyone. Please see our privacy policy for more information.

Phone: 510-558-8557
Fax: 866-829-3702
Email: info@astifinancial.com
Mailing Address: P.O. Box 6487 Albany, California 94706