1-on-1 Advisory
Personalized financial and wealth advisory in 1-on-1 video sessions. I work directly with you to diagnose, organize, and rethink where you stand. No generic templates. No canned formulas. No runaround.
If you're here
In short, you lack clarity in your finances and you have neither the time nor the confidence to fix it. Did I get it right? Then this is for you.
Real conversations
If you recognize yourself in any of these scenarios, this session is for you.
Framework
When we work together, we review three areas that come together as a single architecture. Every personal financial decision runs through here.
How it comes in and how it goes out. Income, expenses, budget, and the tax footprint of every decision. This is where we maximize savings and legally optimize your tax burden.
What safeguards your financial stability and your family's. Emergency fund, life insurance, disability insurance, and baseline estate planning.
How capital accumulates and multiplies. Structure to invest, retirement vehicles (Solo 401k, SEP IRA, IRA), real estate, and smart diversification.
The psychology of financial planning
There's a layer in every financial decision that no spreadsheet sees. How you were taught to relate to money in childhood. The biases that make you decide poorly without realizing it. The unresolved family dynamics that slip into every conversation about money.
As a specialist in the psychology of financial planning, I bring three vectors together into one framework: bio (the emotional), neuro (the cognitive), and finance (the actionable). That's Bioneurofinanzas™.
This matters when you have to decide on a career change, open an inheritance conversation with your siblings, get on the same page with your partner about wealth priorities, or process a decision that shifts your financial path.
It's not about mastering your emotions. It's about operating with judgment when everything else is on the line.
Your options
Assessment
A single session to clearly understand your current financial situation and make decisions with more confidence.
Implementation
Two working sessions to leave the chaos behind and start managing your money with structure and clarity.
Guidance
A 3-month program to organize your finances, sustain your progress, and help you make decisions with clarity, focus, and accountability.
Why work with me
I'm a financial strategist focused on wealth organization, tax optimization, and strategy for business owners. I understand how tightly the numbers and the psychology of money are connected.
Series 65
Independent advisory, product-agnostic on investments. I don't live off commission.
Florida 2-15 · Licensed in 34 states
Specialized in life insurance for families and business owners in the United States.
Financial Psychology Institute
Financial decisions carry an emotional layer. Every session addresses it head-on.
National Financial Educators Council
Educate before recommending. Without context, you can't truly own the decision.
Outlets that have featured my work
Before you book
Now that you understand how we work, choose the format that best fits your situation. If you still have questions, let's talk.
