Neos, a Greek word for new or young is a planning service designed for clients with higher income but limited investable assets. Neos Planning clients pay a monthly subscription fee in exchange for financial coaching.
Service includes two comprehensive review sessions per year which can take place in-person or remotely plus unlimited advisor consultations as needed. Neos Planning clients are eligible to become Wealth Management clients once assets under management meet a certain threshold.
As a Fee-Only, fiduciary advisor you can be sure that all advice and recommendations are made in your best interest.
Included in service:
- Strategies for strengthening financial position
- Cash flow management
- Debt coaching
- Savings coaching
- Investment coaching
- Risk Management, insurance coaching
Monthly Subscription Fee: $300