We take care of your wealth and manage your future

What is an Wealth Status Assessment?

Through the Wealth Status Assessment (WSA) we analyze the client’s current financial position and then identify an efficient allocation of their income under a strategy that includes fundamental principles of capital preservation, tax exposure and personal legacy.

¿What does it entail?

Discovery meeting:

Using a questionnaire, we evaluate your current situation.

Strategic plan:

We analyze the information and create a report with the recommended strategy.

Action plan:

The strategy is implemented, we evaluate the process and we make sure to provide you with continuous advice, always seeking to comply with the long-term plan.

Benefits:

  • Improve your money management
  • Boost your savings
  • Invest successfully
  • Increase your income

Wealth Status Assessment

$500.00

Single payment

The Package Includes:
  • 2 Hours of Interview
  • Consolidated report of your estate situation covering financial, legal and accounting aspects
  • Customized strategies and goals
  • Action and follow-through plan

OTHER FINANCIAL ADVISORY PROGRAMS

INVESTMENT ADVISORY

Personal Advisory program

WEALTH PROTECTION AND LEGACY CONSULTING

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