Hi all — We’re excited to introduce Nick Smith, Personal CFO & Money Coach at Financial First Steps, as the newest addition to Neontra’s roster of professional advisors.

If you’re looking for expert guidance to better manage your cash flow, uncover financial blind spots, or optimize your financial setup, Nick offers two services directly inside Neontra: an Async Dashboard Audit ($69) or personalized 1-on-1 Strategy Sessions ($99+).

• In the Web UI, navigate to Settings -> Appearance -> Advice -> Show to enable the Advice tab in your sidebar
• Then go to Advice -> Financial Planning -> Nick Smith to learn more about Nick, explore his services, and book a session.

We’re excited to make professional guidance more accessible to the Neontra community!

Thanks!