Asti Financial Management -

Becky Lai

We met with Eileen Loustau from Asti Financial Management and it was one of the best financial decisions we've recently made. We've always managed our finances pretty proactively ourselves but now that we're in our early 40's and retirement doesn't seem like a lifetime away, we wanted to do a full "checkup" of what we've been doing and see if there were any blindspots or missed opportunities to better plan for the future and be more strategic with our investments. It was difficult to find a financial advisor that wasn't trying to pitch their stock tips or convince us to move all of our assets under their management or wasn't more geared towards young adults who are first setting out to create budgets and save for a downpayment on a house or paying off debt. We were referred to Eileen from an advisor at Edward Jones and were so grateful to find her! First we had a introductory call to make sure we were on the same page about what we needed from a financial advisor. Then we provided her with a rundown of all of our finances which was a helpful homework assignment for us to do in and of itself. Then we scheduled a 2 hour session with her (over video chat!) where she went through the various parts of her analysis to point out things that we should consider, a few actions items, and highlighted things that we might want to start planning for. I learned so much in this session and I majored in business/accounting in undergrad so I felt like I already had a pretty good handle on things. We got a much clearer picture in terms of our retirement planning and she answered all of my questions with nuance and detail and didn't dodge or defer any questions with a generic "it depends". She was able to provide different scenarios and examples of other clients she works with and she often grounded her answers in realistic situations and explained why there might be exceptions to a general rule of thumb. During the meeting she also reviewed all of our holdings in our 401K and investment portfolio to show us where we could be a bit more diversified. After our meeting she prepared a retirement analysis for us and was able to heavily qualify it with her own opinions about real estate investments. I'd highly recommend meeting with Eileen if you've been wondering if you could benefit from meeting with a financial advisor but didn't want to meet with someone who was trying to sell you on a service. Eileen was super sharp, full of helpful information, never pushy, and was patient and a great listener to really address all our concerns. The fees for her service were stated upfront, she was transparent about how many hours each task would take and I felt we got the most out of our time together. We would definitely reach out to her again when we need to make decisions around our finances or as we approach retirement and need to fine tune our strategy.

jenn lam

Worked with Eileen for a one-off project and she was able to provide some practical guidance and to-do's to help us get our situation sorted. Easy to schedule with clear instructions to prepare. Thanks Eileen!

Sarah Lightfoot

I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.

Winston Struye

We had a fantastic experience with Asti Financial.

We had some specific questions about how we should plan out future and they were very helpful. Their advice was very reasonable and suggested more than a few ways to manage our money we wouldn't have even thought of.

They were also very transparent with their pricing and we feel we got what we paid for and more.

Deborah Dright

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