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We are here to support you every step of the way

Our Comprehensive Financial Planning

Our approach involves gaining a deeper understanding of your unique situation, identifying your aspirations and objectives and assessing your risk tolerance. With this information, we craft a comprehensive financial plan that empowers you to pursue your best financial life.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.


Introductory Meeting

Meeting 2


Meeting 3

Meeting 4

Meeting 5

Our team will schedule all required meetings to guide, mentor, and assist you in implementing your financial plan.

Strategies & Services For All Your Financial Needs

We believe in the value of teamwork and coordinating with any outside advisors that you may have.

Teamwork is key to helping you live your best financial life, so as a part of your financial team, we would work with your accountants and estate attorneys to ensure that you’re equipped with the most appropriate strategies for your unique set of needs.


Nastali Financial Services receives compensation based on a percentage of assets under management – our minimum portfolio management size is $500,000.

For those who do not meet the portfolio minimum, we can offer help and support through our Financial Planning services.

Services include financial plan development and analysis of specific questions, with customized action plan for the client’s self-implementation.

Fees for this service are assessed on an annual basis.

Learn More About Nastali Financial Services

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