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CHOOSE THE
BEST
PLAN FOR YOU

AND START NOW!

INCLUDES

Overall Rating

​

Investment portfolio score 
(retirement + individual accounts).

​

Tax diversification score.

​

Risk management (insurance) score.

​

Estate planning score.

​

3-4hrs. work 
(including rating representation).

​

Personalized "financial strengthening" recomendations.

Next Pronto
Strenght Rating

$250

Initial rating

(value of $800)

$89

Annual rating update

(optional)

Measures financial strength and
investment preparedness.


Best for those that want to know their financial strength and uncover areas of improvement.

INCLUDES

Next Pronto Strength Rating.

​

Review of financial documents
(bank accounts, brokerage accounts retirement accounts, insurance statements, credit card statements, 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 hourly review consultations
(every 3-4 months).

​

1 mid-year budget and cash flows update.

​

Investment newsletter (WEEKLY JUICE).

DOES NOT INCLUDE

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.

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Next Pronto
Starter Kit

$399 / year

(value of $800)

Best for those that want to get their financial life in order and are preparing to invest.

INCLUDES

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 within 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).

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Best for investors with investable
assets below $100k.

$49/month

+ Annual subscription

$250

One-time planning fee

The Mini Pronto

INCLUDES

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, 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).

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The Full Pronto

$499

One-time planning fee

+1%

of AUM

Best for investors with a more complicated financial situation, who need support managing a larger and more sophisticated portafolio.

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