01 — Define your financial goals and know your habits

Goals

What would you like to achieve? Why do you want to grow your money?:

Colleague, Retirement plan, Emergency Fund, Family Protection, Build wealth, Estate planning, Business project, etc.

Financial habits

• How much money do you have in your savings account?

• How much money do you have in your checking account?

• How much do you have in an IRA, 401(k), or another retirement account?

• Do you have any stocks or bonds?

• Do you own any real estate?

• Do you own a car, a boat, or another vehicle?

• How many doubts do you have?

Income

• What is your annual salary?

• Do you have income from other sources (e.g., Social Security, pension, real estate income, investment income or dividends, etc.)?

Liabilities

• How much do you owe per month for rent/mortgage?

• Do you have student loans?

• Do you have unpaid medical bills?

• Do you have credit card debt?

• Do you have insurance (e.g., health, auto, home, flood, etc.)? If so, what do you already have, and how much are the premiums?

Health

Bring information about everyone in your family: their, age, medical condition, medical history, and personal habits (such as drinking, smoking, etc). The advisor will also ask you about your family's health history.

02 — Make a list of all your questions

It's okay not to know about finances, because we are not educated on how to manage our money or some financial products. Write down the questions you want to ask so you don’t forget during your meeting. Our advisors clears up your doubts.

03 —Book an appointment with our Advisors

Remember that our 1 on 1 Consultation:

• Is Free

• Take 30-min time

• There is no commitment, pressure or obligation.

Scheduling a consultation is very easy. Click the Book a Consultation button, or scroll down and a calendar will appear.

• Choose the day that works for you

• Choose the modality; Video call (Zoom) or at your home.

• Leave the comments the information of your goals and questions.

• Schedule your consultation.

On the Consultation’s day we suggest you to be in a space without interruptions. Be focused and have material to write the advisor's feedback.

04 — In-person or Video Call consultation

Video Call Consultation: Ideal if you have limited time, live in another state outside of Florida or in a city away from the Orlando area.

We are trained and licensed to offer our services and products throughout the United States.

In-person consultations: If you want a more personal and closer consultation or meet the advisor face-to-face, we accept in-person appointments where the client has the freedom to choose the location: Coffeeshops or your home.

The decision is yours and we’ll go to the location at no cost.