1-on-1 Advisory
I help you organize your finances and wealth.
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
Let me guess.
- You're earning very good money and it feels like all of it goes to taxes.
- You work nonstop, but your assets never quite take off.
- The months go by and you don't know where your money went.
- You feel uneasy about your financial future.
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
What we actually move in a session.
If you recognize yourself in any of these scenarios, this session is for you.
- Know exactly where your money goes every month.
- Review and optimize your retirement plans: 401(k), IRA, Solo 401(k), SEP IRA.
- Check whether your investments (portfolios, ETFs, real estate) still line up with your life and goals.
- Design your wealth protection strategy: life insurance, disability insurance, umbrella policy.
- Make smart calls through life changes: marriage, divorce, kids, early retirement, career change.
- Pressure-test an opportunity before you commit: a business, a partnership, real estate, alternative investments.
- Prepare your estate plan and mediate inheritance conversations with your family.
- Lower your tax burden with legal levers: deductions, credits, strategic contributions.
Framework
The Personal Finance Trinity™.
When we work together, we review three areas that come together as a single architecture. Every personal financial decision runs through here.
Money-use profile
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.
Protection profile
What safeguards your financial stability and your family's. Emergency fund, life insurance, disability insurance, and baseline estate planning.
Wealth profile
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
Have you heard about Bioneurofinanzas™?
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
Three formats.Choose based on where you are.
Assessment
Clarity
A single session to clearly understand your current financial situation and make decisions with more confidence.
- A detailed review of your income and expenses.
- An assessment of your financial protections.
- An analysis of your wealth structure.
- Answers to your specific questions and concerns.
- A private recording of the session.
Implementation
Control
Two working sessions to leave the chaos behind and start managing your money with structure and clarity.
- A complete assessment of your financial situation: income, expenses, protections, and wealth.
- Setup of financial control software (software cost not included).
- Design of a realistic family budget.
- Creation of your personal tracking system.
- Email support between sessions.
- Private recordings of both sessions.
Guidance
Transformation
A 3-month program to organize your finances, sustain your progress, and help you make decisions with clarity, focus, and accountability.
- Initial setup of your financial system.
- 6 biweekly sessions (2 per month).
- Full implementation of the financial control system.
- Personalized guidance as your accountability partner.
- Direct contact via WhatsApp throughout the process.
- Private recordings of every session.
Why work with me
Advisory backed by a license, not just by followers and reach.
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.
Investment Adviser license
Series 65
Independent advisory, product-agnostic on investments. I don't live off commission.
Insurance agent license
Florida 2-15 · Licensed in 34 states and DC
Specialized in life insurance for families and business owners in the United States.
Psychology of Financial Planning Specialist
Financial Psychology Institute
Financial decisions carry an emotional layer. Every session addresses it head-on.
Certified Financial Education Instructor
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
Frequently asked questions.
Ready to start?
Now that you understand how we work, choose the format that best fits your situation. If you still have questions, let's talk.