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.
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).
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).
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.