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
2-hour presentation meeting
Digital copy of projections and discussion notes
Physical binder of projections and discussion notes
DESCRIPTION
This package caters to individuals, couples, or families seeking a thorough financial plan encompassing various aspects such as homeownership, children's education, and retirement. Wondering how to align all your significant financial objectives? Take a collaborative approach to evaluating your goals, resulting in a detailed financial roadmap that integrates multiple life scenarios.