Family Advisory program

Family support program for an annual period in order to meet your financial goals over time.

¿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.

 

Others Services:

  • Family investment planning .
  • Financial Strategies (Legal, accounting, tax, Insurance).
  • Early retirement.
  • Family protection.
  • Participation in family structures.

Business Advisory program

$450

Monthly payment

I have read and accept the privacy policies

  • Interview
  • 2 hour of monthly monitoring
  • Consolidated report of your wealth situation covering financial, legal and accounting aspects
  • Customized strategies and goals.
  • Action and follow-through plan
  • Family investment planning

OTHER FINANCIAL ADVISORY PROGRAMS

Personal Advisory program

Business Advisory program

WMA - WEALTH MANAGEMENT ASSESSMENT

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