One Plan.
Real Clarity.
Organized, Thoughtful Planning for Women & Families with Complex Financial Lives
One Plan.
Real Clarity.
Organized, Thoughtful Planning for Women & Families with Complex Financial Lives
One Plan.
Real Clarity.
Organized, Thoughtful Planning for Women & Families with Complex Financial Lives
How we help
We help ambitious women and families plan, invest, and prepare with clarity and confidence.
We help ambitious women and families plan, invest, and prepare with clarity and confidence.
We help ambitious women and families plan, invest, and prepare with clarity and confidence.
Questions that bring people to NEAT:
“I receive stock options and RSU grants. What should I actually do with them?”
Most clients have a preliminary plan within 4-6 weeks of our discovery call. The timeline depends on how quickly we can gather all your information and schedule our meetings.
“I receive stock options and RSU grants. What should I actually do with them?”
Most clients have a preliminary plan within 4-6 weeks of our discovery call. The timeline depends on how quickly we can gather all your information and schedule our meetings.
“I receive stock options and RSU grants. What should I actually do with them?”
Most clients have a preliminary plan within 4-6 weeks of our discovery call. The timeline depends on how quickly we can gather all your information and schedule our meetings.
“Am I invested appropriately for my time horizon, goals, and risk level? How much should I have saved and invested at my age?”
Nothing for the discovery call—just come ready to talk about your situation and goals. After that, I'll give you a detailed list of documents to gather for the data collection phase.
“Am I invested appropriately for my time horizon, goals, and risk level? How much should I have saved and invested at my age?”
Nothing for the discovery call—just come ready to talk about your situation and goals. After that, I'll give you a detailed list of documents to gather for the data collection phase.
“Am I invested appropriately for my time horizon, goals, and risk level? How much should I have saved and invested at my age?”
Nothing for the discovery call—just come ready to talk about your situation and goals. After that, I'll give you a detailed list of documents to gather for the data collection phase.
“If something happened to me, would my family be financially okay?”
At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.
“If something happened to me, would my family be financially okay?”
At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.
“If something happened to me, would my family be financially okay?”
At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.
“How do we reduce taxes now and in our lifetime?”
At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.
“How do we reduce taxes now and in our lifetime?”
At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.
“How do we reduce taxes now and in our lifetime?”
At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.
Who we work best with
You might be a good fit if...
The Equity Builders
Your company is public, pre-IPO, or on a path to be acquired. You compensation includes RSUs, stock options, or ESPP, and tax surprises still hit every year. You want clear guidance on managing your equity, reducing taxes, and building sustainable wealth without constant second-guessing.
The Women Who Lead
You're the decision-maker at work or at home, your life looks put together, but your finances still feel scattered. You may be navigating a new life stage: a career transition, growing responsibilities, a separation, caring for parents, etc. and it’s creating uncertainty and distraction.
The Early-Retirees/Retirees
You've built a successful career and are considering retirement or taking a break. You’re envisioning what’s next: a lake house or cabin, a move to a warmer climate, traveling the world, etc., but questions around income, taxes, healthcare, and long-term planning are surfacing.
The Cross-Border Families
You or your spouse were born outside the U.S., or you're building a life abroad with assets, inheritance, or income in another country. Managing a cross-border financial life can feel overwhelming, and missteps can be costly. You’re looking for guidance that put all the puzzle pieces together and support a successful global life.
Who we work best with
You might be a good fit if...
The Equity Builders
Your company is public, pre-IPO, or on a path to be acquired. You compensation includes RSUs, stock options, or ESPP, and tax surprises still hit every year. You want clear guidance on managing your equity, reducing taxes, and building sustainable wealth without constant second-guessing.
The Women Who Lead
You're the decision-maker at work or at home, your life looks put together, but your finances still feel scattered. You may be navigating a new life stage: a career transition, growing responsibilities, a separation, caring for parents, etc. and it’s creating uncertainty and distraction.
The Early-Retirees/Retirees
You've built a successful career and are considering retirement or taking a break. You’re envisioning what’s next: a lake house or cabin, a move to a warmer climate, traveling the world, etc., but questions around income, taxes, healthcare, and long-term planning are surfacing.
The Cross-Border Families
You or your spouse were born outside the U.S., or you're building a life abroad with assets, inheritance, or income in another country. Managing a cross-border financial life can feel overwhelming, and missteps can be costly. You’re looking for guidance that put all the puzzle pieces together and support a successful global life.
Who we work best with
You might be a good fit if...
The Equity Builders
Your company is public, pre-IPO, or on a path to be acquired. You compensation includes RSUs, stock options, or ESPP, and tax surprises still hit every year. You want clear guidance on managing your equity, reducing taxes, and building sustainable wealth without constant second-guessing.
The Women Who Lead
You're the decision-maker at work or at home, your life looks put together, but your finances still feel scattered. You may be navigating a new life stage: a career transition, growing responsibilities, a separation, caring for parents, etc. and it’s creating uncertainty and distraction.
The Early-Retirees/Retirees
You've built a successful career and are considering retirement or taking a break. You’re envisioning what’s next: a lake house or cabin, a move to a warmer climate, traveling the world, etc., but questions around income, taxes, healthcare, and long-term planning are surfacing.
The Cross-Border Families
You or your spouse were born outside the U.S., or you're building a life abroad with assets, inheritance, or income in another country. Managing a cross-border financial life can feel overwhelming, and missteps can be costly. You’re looking for guidance that put all the puzzle pieces together and support a successful global life.
We've Been Featured In
We've Been Featured In
We've Been Featured In
Woman-Owned. Woman-Led.
NEAT Financial Planning brings a different perspective to the table—one shaped by real-world experience as an immigrant, a mom, and someone navigating the same complexities my clients face.
We talk.
we plan.
we implement.
—it's that straightforward.
We talk.
we plan.
we implement.
—it's that straightforward.
Expert Insights, Great Guidance.
Expert Insights, Great Guidance.
Expert Insights, Great Guidance.
Let's figure this out together
You don't have to navigate this alone. We can create a plan that sees your whole picture.
Let's figure this out together
You don't have to navigate this alone. We can create a plan that sees your whole picture.
Let's figure this out together
You don't have to navigate this alone. We can create a plan that sees your whole picture.
info@neatfp.com
(703) 468-1810
103 Rowell Court, Upper Suite
Falls Church, VA 22046
© 2026 Neat Financial Planning
info@neatfp.com
(703) 468-1810
103 Rowell Court, Upper Suite
Falls Church, VA 22046
© 2026 Neat Financial Planning
info@neatfp.com
(703) 468-1810
103 Rowell Court, Upper Suite
Falls Church, VA 22046