PRICING 2018-01-20T06:37:59+00:00

CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ PROGRAM

PROTECTING YOUR BUSINESS INTERESTS AND YOUR FAMILY

PRICING

AFFORDABLE SERVICES FOR ALL ENTREPRENEURS

At Casey Neilon, we strive to make our services as affordable as possible for all entrepreneurs.  This is why we designed the Casey Neilon Entrepreneurial Excellence™  program with several different service levels.  Please review the options on this page to see which program level you feel is appropriate for your situation.

BRONZE

$400
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 2 Update meetings per year
  • Phone & email support not to exceed 1/2 hour per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation not Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – once yearly
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals not included
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors not included
  • Feedback based on outreach to existing trusted advisors not included
  • Coordinate adjustments to existing team, if applicable not included
  • Meetings with trusted advisors to address your goals not included
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents not included
  • Professional Tax Preparation
  • Personal tax return preparation not included
  • Business tax return preparation not included
  • Limitations
  • * Not to exceed an average of 1.5 hours of total service per month
  • * Annual contract required

SILVER

$750
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 2 Update meetings per year
  • Phone & email support not to exceed 1 hour per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation not Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – once yearly
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals not included
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors included
  • Feedback based on outreach to existing trusted advisors included
  • Coordinate adjustments to existing team,
    if applicable
    included
  • Meetings with trusted advisors to address your goals – once yearly
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents not included
  • Professional Tax Preparation
  • Personal tax return preparation included
  • Business tax return preparation not included
  • Limitations
  • * Not to exceed an average of 3.0 hours of total service per month
  • * Annual contract required

GOLD

$1,500
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 4 Update meetings per year
  • Phone & email support not to exceed 2 hours per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – twice yearly
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals – twice yearly
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors included
  • Feedback based on outreach to existing trusted advisors included
  • Coordinate adjustments to existing team,
    if applicable
    included
  • Meetings with trusted advisors to address your goals – twice yearly
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents included
  • Professional Tax Preparation
  • Personal tax return preparation included
  • Business tax return preparation included
  • Limitations
  • * Not to exceed an average of 6.0 hours of total service per month
  • * Annual contract required

PLATINUM

$3,000
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 4 Update meetings per year
  • Phone & email support not to exceed 5 hours per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – as often as needed
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals – 4 times yearly
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors included
  • Feedback based on outreach to existing trusted advisors included
  • Coordinate adjustments to existing team,
    if applicable
    included
  • Meetings with trusted advisors to address your goals – as often as needed
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents included
  • Professional Tax Preparation
  • Personal tax return preparation included
  • Business tax return preparation included
  • Limitations
  • * Not to exceed an average of 13.0 hours of total service per month
  • * Annual contract required

BRONZE

$400
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 2 Update meetings per year
  • Phone & email support not to exceed 1/2 hour per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation not Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – once yearly
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals not included
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors not included
  • Feedback based on outreach to existing trusted advisors not included
  • Coordinate adjustments to existing team, if applicable not included
  • Meetings with trusted advisors to address your goals not included
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents not included
  • Professional Tax Preparation
  • Personal tax return preparation not included
  • Business tax return preparation not included
  • Limitations
  • * Not to exceed an average of 1.5 hours of total service per month
  • * Annual contract required

SILVER

$750
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 2 Update meetings per year
  • Phone & email support not to exceed 1 hour per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation not Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – once yearly
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals not included
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors included
  • Feedback based on outreach to existing trusted advisors included
  • Coordinate adjustments to existing team,
    if applicable
    included
  • Meetings with trusted advisors to address your goals – once yearly
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents not included
  • Professional Tax Preparation
  • Personal tax return preparation included
  • Business tax return preparation not included
  • Limitations
  • * Not to exceed an average of 3.0 hours of total service per month
  • * Annual contract required

GOLD

$1,500
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 4 Update meetings per year
  • Phone & email support not to exceed 2 hours per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – twice yearly
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals – twice yearly
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors included
  • Feedback based on outreach to existing trusted advisors included
  • Coordinate adjustments to existing team,
    if applicable
    included
  • Meetings with trusted advisors to address your goals – twice yearly
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents included
  • Professional Tax Preparation
  • Personal tax return preparation included
  • Business tax return preparation included
  • Limitations
  • * Not to exceed an average of 6.0 hours of total service per month
  • * Annual contract required

PLATINUM

$3,000
Per Month*
  • Consultation Services
  • 1 Initial discovery meeting
  • 4 Update meetings per year
  • Phone & email support not to exceed 5 hours per month
  • CASEY NEILON FAMILY STEWARD™
  • Relationship map development Included
  • Statement of personal goals Included
  • Risk analysis Included
  • Risk remediation Included
  • CASEY NEILON TRUE NET WORTH™
  • Development of personal financial statement – as often as needed
  • Goal setting session & projections – once yearly
  • Monitoring of progress against goals – 4 times yearly
  • CASEY NEILON QUARTERBACK™
  • Identification of trusted advisor network included
  • Outreach to existing trusted advisors included
  • Feedback based on outreach to existing trusted advisors included
  • Coordinate adjustments to existing team,
    if applicable
    included
  • Meetings with trusted advisors to address your goals – as often as needed
  • CASEY NEILON LOCK BOX™
  • Collection and review of vital documents included
  • Feedback based on review of vital documents included
  • Remediation to update documents included
  • Professional Tax Preparation
  • Personal tax return preparation included
  • Business tax return preparation included
  • Limitations
  • * Not to exceed an average of 13.0 hours of total service per month
  • * Annual contract required