Neos, a Greek word for new or young is a planning service designed for younger clients with good incomes but limited investable assets. Neos Planning clients pay a monthly subscription fee in exchange for financial coaching. (Service requires completion of a Financial Review).
Service includes two review sessions per year which can take place face-to-face or virtually plus unlimited advisor consultations. Once a Neos Planning client accumulates $250,000 in assets under management, they are eligible to become a Wealth Management client.
Plus, 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: $150