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

  • Improve your money management.
  • Boost your savings.
  • Invest successfully
  • 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

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