We are experts in personal finance
We work together to achieve your financial freedom
How we serve you
We customize a solution based on your needs to create a financial wellness culture.
Financial workshops
Learn the rules of saving, managing your money, fixing your credit history and solving your debt to achieve a healthy financial future.
Conferences
Forums and networking events to discuss relevant topics in the industry, issues, ideas that focus on a topic of mutual concern.
Private consulting session
Step by step financial analysis providing you with key insights into your current situation and how to reach your financial wellness.
Consultancy for companies
Through our strategic partnership, you will learn the importance of investing in your business and employees.
Bootcamp
Intensive workshops aimed at individuals or companies to learn the basics of personal finance that includes managing savings, credit, debt and investments.
Complementary exploratory session
Financial analysis of your current situation to establish a personalized financial plan and strategy at no cost (30 minutes).
What you will learn
You will acquire skills and techniques that will help you to be financially responsible, so you can reach your financial goals in every stage of your life.
Women
You will learn how important it is to be financially free to live an independent and happy life.
Young professionals
We teach the value of money, time, work and how to advance in your professional career.
Business Owners
The fundamentals of financial wellness for your business and preserving your legacy.
Everybody
How to be legally and financially prepared for the unexpected.
Also
Savings challenge
Join the group challenge to save in order to achieve your specific goals.
How It Works
We customize a solution based on your needs to create a financial wellness culture.
Assessment
We explore your past and current situation, defining your short, medium and long term financial goals.
Strategize
We establish your financial goals, analyzing your budget, expenses, savings goals, debt management, legacy protection and more.
Take Action
We establish a customized action plan and execute specific strategies to help achieve your goals and be successful.
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