MEET YOUR PLANNER
Jing Zheng, CFP®, EA, MBA
Founder & Financial Planner
I founded Neat Financial Planning with a clear vision: to provide the kind of financial advice I would want for my family and friends.
I take pride in this profession but have found myself disillusioned with the industry's focus on Asset Under Management (AUM) and the push towards certain investment products. My true passion lies in providing effective and attentive comprehensive financial planning to busy families and professionals. It's my sincere hope that through our partnership, you will be able to regain control of your time and resources, allowing you to focus on aspects of life that are most meaningful and fulfilling to you.
who we serve
At Neat Financial Planning, we believe that effective and affordable financial planning should be within reach for everyone. We take pride in servicing individuals and families from various walks of life. We also acknowledge that our experience and expertise especially provide the most value-add to mid-career professionals, growing families, and immigrant or multi-cultural families.
how we serve
Ongoing Financial Planning
We view financial planning as a dynamic and engaging journey, rather than an one-time solution. This approach is especially suitable for individuals and families who face certain level of complexity in their financial situations, and need the ongoing implementation and maintenance of their plans and investment portfolio to adapt to the potential changes and shifts in their financial and personal circumstances.
Project-Based Planning
This is ideal if you are not ready for an ongoing relationship with a Certified Financial Advisor but need objective financial guidance. You would like to get a holistic view on your current financial situation, or tackle any specific matters: college planning, early retirement, inheritance, and etc.
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We work together to design the scope of the project.
investment management
Investment management is an integral part of comprehensive financial planning. We will monitor your investments and trade on your behalf. Your investment portfolio will be aligned with your risk profile and investment objectives.
We focus on diversification and also utilize tax mitigation strategies when opportunities arise. Being independent allows us to select the most appropriate investment vehicles for our clients.
our affiliations
