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

DESCRIPTION

Fundamental planning to help you with cash-flow management, debt management and/or retirement. Your dedicated planner will take the time to understand your unique circumstances and guide you through essential actions like setting aside funds for unforeseen contingencies, reducing debt burdens, and building a secure financial nest egg for your retirement years.