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CHOOSE THE
BEST PLAN FOR YOU
& START NOW

  • Strength Rating

    250$
     
    Initial Rating
     
    • Measures financial strength and investment preparedness.
    • ✓ Overall Rating
    • ✓Investment portfolio score-Individual accounts+retirement
    • ✓Tax diversification score.
    • ✓Risk management (insurance) score.
    • ✓Estate planning score.
    • ✓3-4hrs. work (including rating presentation).
    • ✓Personalized "financial strengthening" recomendations.
    • ✓$89 Annual rating update (optional)
  • Best Value

    Starter Kit

    399$
    Every year
    Best for those that want to get their financial life in order and are preparing to invest.
     
    • ✓ Next Pronto Strength Rating.
    • ✓ Review of financial documents (Brokerage, bank)
    • ✓ Review and analysis of employment documents
    • ✓ Analysis of personal budget and statement cash flows.
    • ✓ 3 review consultations (every 3-4 months).
    • ✓ 1 mid-year budget and cash flows update.
    • ✓ Investment newsletter (WEEKLY JUICE).
    • x Opening of investment account.
    • x Design of investment portfolio.
    • x Investment recommendations (MF funds, ETFs, stocks)
    • x Retirement accounts investment analysis (i.e. 401(k)
    • x Rebalancing of investment portfolios.
  • The Mini Pronto

    350$
     
    One-time planning fee +Annual Subscription $49/month
     
    • ✓ Mini Investment Plan (Financial objectives, deadlines)
    • ✓ Account-opening services (optional)
    • ✓ Investment portfolio design.
    • ✓ Investment recommendations (MF Funds, ETFs, Stocks)
    • ✓ Analysis of investments in retirement plans (401(k).
    • ✓ Execution (buy & sell) services.
    • ✓ Analysis of personal budget and statement of cash flows.
    • ✓ 2 portfolio reviews.
    • ✓ 2 educational sessions.
    • ✓ 1 portfolio rebalancing exercise per year.
    • ✓ Access to an advisor for questions and support 24/7
    • Best for investors with investable assets below $100k.
  • The Full Pronto

    499$
     
    One-time planning fee +1% of AUM
     
    • ✓ Full investment plan (includes portfolio management)
    • ✓ Account-opening services "Optional
    • ✓ Investment portfolio design.
    • ✓ Investment recommendations (MF Funds, ETFs, Stocks)
    • ✓ Analysis of investments within retirement plans (401k)
    • ✓ Execution (buy & sell) services.
    • ✓ Analysis of personal budget and statement of cash flows.
    • ✓ 4 portfolio reviews.
    • ✓ 2 educational sessions.
    • ✓ Unlimited portfolio rebalancing.
    • ✓ Access to an advisor for questions and support 24/7
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