Your Call is Confirmed
I'm looking forward to meeting you.
What to Expect
We'll spend about 30 minutes talking about where you are and what you're trying to figure out. I'll ask questions about your financial situation, your goals, and what's keeping you up at night. You'll get a sense of how I work, and we'll both figure out if NEAT is the right fit.
This isn't a sales pitch. It's a conversation. Come ready to talk honestly about your situation, and I'll do the same about whether I can help.
What to Expect
We'll spend about 30 minutes talking about where you are and what you're trying to figure out. I'll ask questions about your financial situation, your goals, and what's keeping you up at night. You'll get a sense of how I work, and we'll both figure out if NEAT is the right fit.
This isn't a sales pitch. It's a conversation. Come ready to talk honestly about your situation, and I'll do the same about whether I can help.
What to Expect
We'll spend about 30 minutes talking about where you are and what you're trying to figure out. I'll ask questions about your financial situation, your goals, and what's keeping you up at night. You'll get a sense of how I work, and we'll both figure out if NEAT is the right fit.
This isn't a sales pitch. It's a conversation. Come ready to talk honestly about your situation, and I'll do the same about whether I can help.
How I'll know if I can help
I'm looking for a few things during our conversation: financial complexity that benefits from an integrated approach, openness to clear guidance without jargon, and whether our communication styles work well together.
You should be evaluating me too. Do I understand your situation? Do you feel comfortable asking questions? Can you see yourself working with me for years?
Not everyone is a good fit, and that's perfectly fine. If I don't think NEAT is right for you, I'll say so—and help point you toward someone who might be better suited.
How I'll know if I can help
I'm looking for a few things during our conversation: financial complexity that benefits from an integrated approach, openness to clear guidance without jargon, and whether our communication styles work well together.
You should be evaluating me too. Do I understand your situation? Do you feel comfortable asking questions? Can you see yourself working with me for years?
Not everyone is a good fit, and that's perfectly fine. If I don't think NEAT is right for you, I'll say so—and help point you toward someone who might be better suited.
How I'll know if I can help
I'm looking for a few things during our conversation: financial complexity that benefits from an integrated approach, openness to clear guidance without jargon, and whether our communication styles work well together.
You should be evaluating me too. Do I understand your situation? Do you feel comfortable asking questions? Can you see yourself working with me for years?
Not everyone is a good fit, and that's perfectly fine. If I don't think NEAT is right for you, I'll say so—and help point you toward someone who might be better suited.
A few things people wonder before our call
"I'm not sure I'm ready to commit to ongoing planning"
That's fine. We'll talk about where you are and whether now is the right time. If it's not, I'm happy to point you toward resources that might help in the meantime.
"I don't have all my financial information organized yet"
You don't need everything organized for our discovery call. We're just having a conversation. If we decide to work together, I'll give you a clear checklist of what I need.
"What if I'm not wealthy enough?"
I work with people who have complex situations, not necessarily large account balances. If you're dealing with equity comp, aging parents, inheritance, or major life transitions, we're probably a good fit.
A few things people wonder before our call
"I'm not sure I'm ready to commit to ongoing planning"
That's fine. We'll talk about where you are and whether now is the right time. If it's not, I'm happy to point you toward resources that might help in the meantime.
"I don't have all my financial information organized yet"
You don't need everything organized for our discovery call. We're just having a conversation. If we decide to work together, I'll give you a clear checklist of what I need.
"What if I'm not wealthy enough?"
I work with people who have complex situations, not necessarily large account balances. If you're dealing with equity comp, aging parents, inheritance, or major life transitions, we're probably a good fit.
A few things people wonder before our call
"I'm not sure I'm ready to commit to ongoing planning"
That's fine. We'll talk about where you are and whether now is the right time. If it's not, I'm happy to point you toward resources that might help in the meantime.
"I don't have all my financial information organized yet"
You don't need everything organized for our discovery call. We're just having a conversation. If we decide to work together, I'll give you a clear checklist of what I need.
"What if I'm not wealthy enough?"
I work with people who have complex situations, not necessarily large account balances. If you're dealing with equity comp, aging parents, inheritance, or major life transitions, we're probably a good fit.
After our Call
If we're a good fit, I'll send you an engagement agreement and a checklist of documents I'll need. We'll schedule our next meeting to start building your plan.
If we're not a good fit, I'll be honest about why and help point you in the right direction.
After our Call
If we're a good fit, I'll send you an engagement agreement and a checklist of documents I'll need. We'll schedule our next meeting to start building your plan.
If we're not a good fit, I'll be honest about why and help point you in the right direction.
After our Call
If we're a good fit, I'll send you an engagement agreement and a checklist of documents I'll need. We'll schedule our next meeting to start building your plan.
If we're not a good fit, I'll be honest about why and help point you in the right direction.
Frequently asked questions
What should I prepare before the call?
Nothing formal. Just think about what financial questions or decisions are weighing on you right now.
Will you try to sell me something?
No. This is a conversation to see if we're a good fit. I'll be direct about whether I think I can help.
What if I need to reschedule?
No problem. Just use the link in your confirmation email to pick a new time.
How much do your services cost?
I'll explain my fee structure on the call, but briefly: $6,500 annually for assets under $650k, or a tiered percentage fee for assets over $650k.
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 should I prepare before the call?
Nothing formal. Just think about what financial questions or decisions are weighing on you right now.
Will you try to sell me something?
No. This is a conversation to see if we're a good fit. I'll be direct about whether I think I can help.
What if I need to reschedule?
No problem. Just use the link in your confirmation email to pick a new time.
How much do your services cost?
I'll explain my fee structure on the call, but briefly: $6,500 annually for assets under $650k, or a tiered percentage fee for assets over $650k.
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 should I prepare before the call?
Nothing formal. Just think about what financial questions or decisions are weighing on you right now.
Will you try to sell me something?
No. This is a conversation to see if we're a good fit. I'll be direct about whether I think I can help.
What if I need to reschedule?
No problem. Just use the link in your confirmation email to pick a new time.
How much do your services cost?
I'll explain my fee structure on the call, but briefly: $6,500 annually for assets under $650k, or a tiered percentage fee for assets over $650k.
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.
In the meantime
Here are some of my recent thoughts on investing, taxes, and more.
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