WHAT’S INCLUDED

  • 2 years of document storage

  • 2 years of projections on file

  • 2 year subscription to Neontra finance app

  • 2-hour information gathering meeting

  • 1-hour estate questionnaire meeting

  • 2-hour presentation meeting

  • Digital copy of projections and discussion notes

  • Physical binder of projections and discussion notes

  • Completed will

DESCRIPTION

This package is an upgraded version of our Comprehensive plan. You are an individual, couple or family that requires a plan which encompasses various aspects as well as estate planning and a completed will. Let us create a nuanced financial roadmap with tailored strategies.