Annual support program in order to meet your financial goals over time.
¿What does it entail?
Using a questionnaire, we evaluate your current situation.
We analyze the information and create a report with the recommended strategy.
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.
- Improve your money management.
- Boost your savings.
- Invest successfully
- Increase your income
Personal Advisory program
- 2 Hours of Interview time
- 1 hour of monthly monitoring.
- Consolidated report of your estate situation covering financial, legal and accounting aspects
- Customized strategies and goals
- Action and follow-through plan