The NEAT System
Everything you need to make confident decisions about your money
Your whole picture, not just the pieces
Your financial life doesn't exist in silos, so your planning shouldn't either. Neat brings everything under one roof—investments, taxes, and financial planning working together.
Financial Planning
Retirement planning
Equity compensation strategy
Career transition guidance
Aging parent planning
Estate & Inheritance planning
Education funding
Life stage planning
Insurance audit & Planning
Investment Management
Tax-smart portfolio design
Asset allocation strategy
Regular rebalancing
Performance monitoring
Concentrated stock solution
Separately managed accounts
Long-term growth focus
Value-based investing
Tax Planning & Preparation
Year-round tax planning
Annual tax preparation
Tax-loss and gains harvesting
Estimated tax & withholding analysis
Tax scenario modeling
Multi-year tax projections
Roth Conversion & Back-door Roth
Qualified Small Business Stock Planning
Your whole picture, not just the pieces
Your financial life doesn't exist in silos, so your planning shouldn't either. Neat brings everything under one roof—investments, taxes, and financial planning working together.
Financial Planning
Retirement planning
Equity compensation strategy
Career transition guidance
Aging parent planning
Estate & Inheritance planning
Education funding
Life stage planning
Insurance audit & Planning
Investment Management
Tax-smart portfolio design
Asset allocation strategy
Regular rebalancing
Performance monitoring
Concentrated stock solution
Separately managed accounts
Long-term growth focus
Value-based investing
Tax Planning & Preparation
Year-round tax planning
Annual tax preparation
Tax-loss and gains harvesting
Estimated tax & withholding analysis
Tax scenario modeling
Multi-year tax projections
Roth Conversion & Back-door Roth
Qualified Small Business Stock Planning
Your whole picture, not just the pieces
Your financial life doesn't exist in silos, so your planning shouldn't either. Neat brings everything under one roof—investments, taxes, and financial planning working together.
Financial Planning
Retirement planning
Equity compensation strategy
Career transition guidance
Aging parent planning
Estate & Inheritance planning
Education funding
Life stage planning
Insurance audit & Planning
Investment Management
Tax-smart portfolio design
Asset allocation strategy
Regular rebalancing
Performance monitoring
Concentrated stock solution
Separately managed accounts
Long-term growth focus
Value-based investing
Tax Planning & Preparation
Year-round tax planning
Annual tax preparation
Tax-loss and gains harvesting
Estimated tax & withholding analysis
Tax scenario modeling
Multi-year tax projections
Roth Conversion & Back-door Roth
Qualified Small Business Stock Planning
Three integrated services working together
What's Included in The NEAT System:
Financial Planning
We build a plan that covers where you are now and where you want to go. Retirement planning, equity compensation strategy, career transitions, aging parents, inheritance—all of it. Your plan gets reviewed and updated as your life changes because what works today might not work in five years.
Investment Management
Tax-smart portfolios designed for your actual goals and life stage. Diversified, rebalanced regularly, and built for the long term so you can stop reacting to market noise. Your investments connect to your financial plan and tax strategy instead of living in their own silo.
Tax Planning & Preparation
Proactive tax strategy that looks ahead, not just backward. We find opportunities to save you money throughout the year, prepare your returns, and make sure your investments and financial decisions factor in the tax implications. Everything works together so you're not leaving money on the table.
Tax preparation is billed separately based on complexity.
The NEAT System
Includes financial planning, investment management, and tax preparation. Everything under one roof
Starting from
$6,500
For assets over $650,000, pricing starts at 1% and decreases as assets grow.
Comprehensive financial plan covering all areas of your life
Ongoing investment management and portfolio oversight
Tax planning and preparation
Regular review meetings as your life changes
Proactive guidance throughout the year
Three integrated services working together
What's Included in The NEAT System:
Financial Planning
We build a plan that covers where you are now and where you want to go. Retirement planning, equity compensation strategy, career transitions, aging parents, inheritance—all of it. Your plan gets reviewed and updated as your life changes because what works today might not work in five years.
Investment Management
Tax-smart portfolios designed for your actual goals and life stage. Diversified, rebalanced regularly, and built for the long term so you can stop reacting to market noise. Your investments connect to your financial plan and tax strategy instead of living in their own silo.
Tax Planning & Preparation
Proactive tax strategy that looks ahead, not just backward. We find opportunities to save you money throughout the year, prepare your returns, and make sure your investments and financial decisions factor in the tax implications. Everything works together so you're not leaving money on the table.
Tax preparation is billed separately based on complexity.
The NEAT System
Includes financial planning, investment management, and tax preparation. Everything under one roof
Starting from
$6,500
For assets over $650,000, pricing starts at 1% and decreases as assets grow.
Comprehensive financial plan covering all areas of your life
Ongoing investment management and portfolio oversight
Tax planning and preparation
Regular review meetings as your life changes
Proactive guidance throughout the year
Three integrated services working together
What's Included in The NEAT System:
Financial Planning
We build a plan that covers where you are now and where you want to go. Retirement planning, equity compensation strategy, career transitions, aging parents, inheritance—all of it. Your plan gets reviewed and updated as your life changes because what works today might not work in five years.
Investment Management
Tax-smart portfolios designed for your actual goals and life stage. Diversified, rebalanced regularly, and built for the long term so you can stop reacting to market noise. Your investments connect to your financial plan and tax strategy instead of living in their own silo.
Tax Planning & Preparation
Proactive tax strategy that looks ahead, not just backward. We find opportunities to save you money throughout the year, prepare your returns, and make sure your investments and financial decisions factor in the tax implications. Everything works together so you're not leaving money on the table.
Tax preparation is billed separately based on complexity.
The NEAT System
Includes financial planning, investment management, and tax preparation. Everything under one roof
Starting from
$6,500
For assets over $650,000, pricing starts at 1% and decreases as assets grow.
Comprehensive financial plan covering all areas of your life
Ongoing investment management and portfolio oversight
Tax planning and preparation
Regular review meetings as your life changes
Proactive guidance throughout the year
Not ready for ongoing planning?
If you're not ready for the ongoing investment of The NEAT System but want expert guidance on your financial situation, consider starting from an one-time plan. We'll work together to define what are your priorities, whether that's retirement planning, equity compensation strategy, or mapping out a major life transition. You'll get a comprehensive plan tailored to your priorities that you can implement at your own pace.
One-time plans start at $5,000, depending on complexity.
I take on a limited number of project-based clients throughout the year to ensure I can give each plan the attention it deserves.
Not ready for ongoing planning?
If you're not ready for the ongoing investment of The NEAT System but want expert guidance on your financial situation, consider starting from an one-time plan. We'll work together to define what are your priorities, whether that's retirement planning, equity compensation strategy, or mapping out a major life transition. You'll get a comprehensive plan tailored to your priorities that you can implement at your own pace.
One-time plans start at $5,000, depending on complexity.
I take on a limited number of project-based clients throughout the year to ensure I can give each plan the attention it deserves.
Not ready for ongoing planning?
If you're not ready for the ongoing investment of The NEAT System but want expert guidance on your financial situation, consider starting from an one-time plan. We'll work together to define what are your priorities, whether that's retirement planning, equity compensation strategy, or mapping out a major life transition. You'll get a comprehensive plan tailored to your priorities that you can implement at your own pace.
One-time plans start at $5,000, depending on complexity.
I take on a limited number of project-based clients throughout the year to ensure I can give each plan the attention it deserves.
Frequently asked questions
What if I only need help with one thing, like taxes or investments?
I focus on comprehensive planning because your financial life is connected. Splitting services across different advisors means things get missed. That said, if you have a specific project in mind, reach out and we can talk about whether it makes sense.
Do you work with people who aren't ready to retire yet?
Absolutely. Many of my clients are in their peak earning years, navigating equity compensation, career decisions, and family complexity. You don't need to be near retirement to benefit from integrated and holistic planning.
How often will we review my plan?
At minimum, annually. Many clients also check in mid-year or when something significant changes. I'll also reach out proactively when tax laws shift or when I see opportunities that matter for your situation.
Are there any additional fees beyond what you listed?
The fees listed cover my services. You’ll also pay the underlying investment expenses for the funds in your portfolio, which are typically low-cost ETFs. If we use any separately managed account (SMA) strategies, you’ll pay strategy fees to the third-party investment managers. I’ll be transparent about all costs upfront.
What makes your approach different from other advisors?
Everything lives under one roof. Your investments, taxes, and financial plan work together because I'm looking at all of it. You're not bouncing between advisors who never talk to each other or getting advice that ignores half the picture.
Frequently asked questions
What if I only need help with one thing, like taxes or investments?
I focus on comprehensive planning because your financial life is connected. Splitting services across different advisors means things get missed. That said, if you have a specific project in mind, reach out and we can talk about whether it makes sense.
Do you work with people who aren't ready to retire yet?
Absolutely. Many of my clients are in their peak earning years, navigating equity compensation, career decisions, and family complexity. You don't need to be near retirement to benefit from integrated and holistic planning.
How often will we review my plan?
At minimum, annually. Many clients also check in mid-year or when something significant changes. I'll also reach out proactively when tax laws shift or when I see opportunities that matter for your situation.
Are there any additional fees beyond what you listed?
The fees listed cover my services. You’ll also pay the underlying investment expenses for the funds in your portfolio, which are typically low-cost ETFs. If we use any separately managed account (SMA) strategies, you’ll pay strategy fees to the third-party investment managers. I’ll be transparent about all costs upfront.
What makes your approach different from other advisors?
Everything lives under one roof. Your investments, taxes, and financial plan work together because I'm looking at all of it. You're not bouncing between advisors who never talk to each other or getting advice that ignores half the picture.
Frequently asked questions
What if I only need help with one thing, like taxes or investments?
I focus on comprehensive planning because your financial life is connected. Splitting services across different advisors means things get missed. That said, if you have a specific project in mind, reach out and we can talk about whether it makes sense.
Do you work with people who aren't ready to retire yet?
Absolutely. Many of my clients are in their peak earning years, navigating equity compensation, career decisions, and family complexity. You don't need to be near retirement to benefit from integrated and holistic planning.
How often will we review my plan?
At minimum, annually. Many clients also check in mid-year or when something significant changes. I'll also reach out proactively when tax laws shift or when I see opportunities that matter for your situation.
Are there any additional fees beyond what you listed?
The fees listed cover my services. You’ll also pay the underlying investment expenses for the funds in your portfolio, which are typically low-cost ETFs. If we use any separately managed account (SMA) strategies, you’ll pay strategy fees to the third-party investment managers. I’ll be transparent about all costs upfront.
What makes your approach different from other advisors?
Everything lives under one roof. Your investments, taxes, and financial plan work together because I'm looking at all of it. You're not bouncing between advisors who never talk to each other or getting advice that ignores half the 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.
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