API Featured in a NerdWallet Article

Erin Nelsen, a CFP with Asset Planning contributed to an article written on the NerdWallet website about the increase in people doing home improvements during the lockdown period. The article discusses the benefits and limitations for different forms of payment for home renovations/improvements. 

To read the NerdWallet article, "How to Finance for a Home Remodel without Tapping Your Equity", please click here. 

Erin Nelsen featured in LA Times

Erin Nelsen, CFP gives advice on managing job loss and finances during this difficult time. Read the article featured in the LA Times here and Yahoo here.

Virtual Meetings Available

We are available for virtual video or phone conferences. Most paperwork can be signed ditigally as well.  Our receptionist is available 9am to 1pm Monday-Friday for clients that need to drop off items in person.

Giving Support Where We Can

Asset Planning is doing its best to help in these unprecedented times by donating to two charities that are doing their part to help those in need during the COVID-19 pandemic.

• Feeding America: Feeding America is working together to end hunger. With many losing their jobs, schools shutting down, and the health risks around us, Feeding America is matching every dollar donated for adding food to food banks around America in an effort to support people facing hunger in these uncertain times.
• Direct Relief: Direct Relief is working with health authorities, nonprofit organizations, and businesses in the U.S. and worldwide to provide personal protection equipment (PPE) and essential medical items needed for medical workers responding to the coronavirus.