Personal Advisory
program

Annual support program 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

    BENEFITS

    Boost your savings
    Invest successfully
    Improve your money management
    Safeness Financial
    Increase your income

    Personal Advisory program

    $250.00

    Monthly payment

    I have read and accept the privacy policies

    • 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

    OTHER FINANCIAL ADVISORY PROGRAMS

    WMA - WEALTH MANAGEMENT ASSESSMENT

    Business Advisory program

    Family Advisory program

    Receive news and articles that help your financial life and wealth