CHOOSE THE
BEST PLAN FOR YOU
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Next Pronto
Strenght Rating
$649
Initial rating
$149
Annual rating update
(optional)
Financial Wellness Rating
Investment portfolio score
(Individual + retirement accounts)
Tax diversification score
Risk management (insurance) score
Estate planning score
1-1 Strenght Rating presentation
Personalized "financial strengthening" recomendations
Best for those that want to get their financial life in order and are preparing to invest.
INCLUDES
Next Pronto Strength Rating
Net worth analysis
Analysis of employer benefits (retirement plan, healthcare plan, insurance plan, employment benefits, etc)
Analysis of financial goals ,emergency funds, and spending (i.e. budget)
Real Estate planning (Rent vs. Buy vs. Invest)
Lifetime Cashflow analysis
2 Review sessions/year
Access to Client-only Webinars & Education sessions
NOT INCLUDED
Opening of investment account.
Design of investment portfolio.
Investment recommendations
(ETFs, stocks, bonds, crypto).
Retirement accounts investment analysis
(i.e. 401(k), 403(b), Roth IRA, etc).
Rebalancing of investment portfolios.
Next Pronto
Starter Kit
$739
per year
The Mini Pronto
+ Annual subscription
$99/month
$589
One-time planning fee
Mini Investment Plan (Montecarlo simulation, basic tax planning, basic estate planning, debt management).
Financial Planning software & Digital vault
Investment portfolio design.
Investment recommendations
(ETFs, Stocks, Bonds, Crypto).
Analysis of investments in retirement plans (401(k), 403(b), IRA, etc.).
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 (via text or WhatsApp).
The Full Pronto
$589
One-time planning fee
+1% of AUM
Advanced investment plan (investment stress scenarios, advanced tax planning, *advanced estate planning, healthcare and insurance planning).
Family Business financial planning (S-corp, LLC)
Investment portfolio design.
Investment recommendations
(ETFs, Stocks, Bonds, Crypto).
Analysis of investments within retirement plans (401k, IRA, 403b, etc.).
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 (via text or WhatsApp).