CHOOSE THE
BEST PLAN FOR YOU
AND START NOW!
Next Pronto
Strenght Rating
$275
Initial rating
$89
Annual rating update
(optional)
Financial Wellness Rating
Investment portfolio score
(Individual accounts + retirement).
Tax diversification score.
Risk management (insurance) score.
Estate planning score.
5hrs. work (including 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.
Review of financial documents
(Brokerage, bank, retirement, insurance, credit card, etc.).
Review and analysis of employment documents (retirement plan, healthcare plan, insurance plan, employment benefits, etc).
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).
NOT INCLUDED
Opening of investment account.
Design of investment portfolio.
Investment recommendations
(MF funds, ETFs, stocks, crypto).
Retirement accounts investment analysis
(i.e. 401(k), 403(b), IRA, etc).
Rebalancing of investment portfolios.
Next Pronto
Starter Kit
$399
per year
The Mini Pronto
+ Annual subscription
$51/month
$369
One-time planning fee
Mini Investment Plan
(Financial objectives, deadlines, and security selection).
Account-opening services
*(optional).
Investment portfolio design.
Investment recommendations
(MF Funds, ETFs, Stocks, 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
$529
One-time planning fee
+1% of AUM
Full investment plan (includes portfolio management, tax diversification, estate planning, healthcare and insurance planning).
Account-opening services*
(optional).
Investment portfolio design.
Investment recommendations
(MF Funds, ETFs, Stocks, 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).