Financial Clarity for Life Transitions and Long-Term Planning

Matriline Advisory Group is an education-first advisory firm helping individuals and families understand financial protection, insurance-based strategies, and legacy planning — without pressure, sales tactics, or rushed decisions.

What Can We Help You With?

Matriline Advisory Group helps people make sense of long-term financial decisions through education and advisory support.

We focus on explaining insurance-based strategies, legacy planning, and financial structures in clear, practical terms so clients can understand their options before making commitments. Our work is designed to support clarity, not urgency, and preparation—not pressure.

When appropriate, we help clients transition into conversations with licensed professionals equipped with understanding and confidence.

What Happens When You Book:

This ain’t no cookie-cutter discovery call. This is a strategic session to get your entire financial game plan aligned.

Review your current situation

Identify quick wins and long-term moves

Get clear steps for credit, funding, forgiveness, or insurance

Receive a recommended plan of action — and decide if you want full support

Limited spots available each week

About Yvonne

Yvonne Neal is the Founder and Principal Advisor of Matriline Advisory Group, where she supports clients navigating financial transitions, wealth education, and long-term planning clarity.

With a background in public administration, nonprofit governance, and strategic advisory work, Yvonne brings a systems-based approach to financial organization and decision-making. Her work focuses on helping individuals and families understand financial structures, assess risk, and prepare for informed conversations with licensed professionals.

Yvonne’s advisory approach emphasizes education, clarity, and sustainable planning particularly for clients rebuilding after major life transitions or seeking to strengthen their financial foundation across generations.

She is not a licensed investment advisor, attorney, or tax professional. Her role is to provide education, strategy, and coordination support, ensuring clients are better equipped to engage with appropriate experts.