Asset Planning, Inc.

Your Goals, Our Guidance — Always in Your Best Interest.

Our approach

At Asset Planning, Inc., we believe that financial guidance should come from a place of trust, care, and genuine connection. As fiduciary advisors, we are legally and ethically committed to putting your best interests first always. Whether you're just starting out, navigating a major life change, planning for retirement, or managing generational wealth, we’re here to walk alongside you with clarity and compassion. We proudly serve a diverse range of clients and take the time to understand what matters most to you, so we can help you build a future that reflects your values, goals, and dreams.

Business professionals in a meeting discussing documents at a wooden table, with a laptop displaying charts in the background.

Personal Service, the Way it Should be

We believe real relationships still matter. When you reach out to us, you’ll talk to a real person who knows your name—not an automated system or a call center. Our friendly, experienced team is here to make things simple, not stressful. We’re always happy to answer questions, explain your options, and meet with you in person—no hoops to jump through, no getting passed around. Just honest, accessible support from people who genuinely care about your goals.

Convenient. Connected. Completely on Your Terms.

We combine personalized service with modern convenience. Whether you prefer to meet in person or from the comfort of your home, our remote services make it easy to stay connected with your advisor—no matter where life takes you. We leverage secure, cutting-edge technology to streamline communication, provide real-time updates, and keep your financial plan organized and accessible. It’s all part of our commitment to making financial planning flexible, transparent, and tailored to your lifestyle.

Our Services

  • Investment Management

    No one-size-fits-all portfolios. Customized investments for your needs & best interests without the influence of commissions.

  • Retirement Planning

    Preparing and making sound financial decisions so you have peace of mind throughout retirement.

  • Tax Strategies

    Wealth Management that seeks to maximize returns while mitigating risk & taxes.

  • Social Security & Pension Optimization

    Analysis on when to start Social Security or which pension option to select for retirement.

  • 401k & Retirement Plans

    Help evaulating your work plan options or if you should rollover your 401k, 403b, 457, etc.

  • Financial Planning

    1. Discovering financial goals

    2. Plan to reach goals

    3. Select Investments that fit the plan

    4. Adjust plan as cirmustances change

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The API Team

  • Portrait of a smiling woman with short blonde hair wearing a blue blazer and a necklace, standing in an indoor setting.

    Sandra C. Field, MBA, CFP®

    Financial Advisor & Founder

  • A headshot of a middle-aged woman with blonde hair, blue eyes, wearing a black blazer and a gold necklace, smiling against a blurred indoor background.

    Carol Somoano, MBA, CFP®

    Financial Advisor & Partner

  • A woman with blonde wavy hair, green eyes, and wearing a black blazer, purple blouse, gold earrings, and a gold necklace, smiling against a brown background.

    Erin Nelsen, CFP®

    Financial Advisor & Partner

  • Portrait of a smiling woman with blonde hair, wearing a black blazer, gold layered necklaces, and an olive green top, against a blurred background.

    Melani List, FPQP™

    Client Service Manager &

    Financial Paraplanner Qualified Professional

  • A professional woman with wavy dark hair with highlights, smiling, wearing a black blazer over a white blouse with thin stripes, and a gold cross necklace.

    Tiarra Johnson

    Investment Analyst

  • Andrea Cervantes

    Client Service Associate

Learn More About Us!

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