CHOOSE THE
BEST PLAN FOR YOU
AND START NOW!
INCLUDES
Overall Rating
ā
Investment portfolio score
(retirement + individual accounts).
ā
Tax diversification score.
ā
Risk management (insurance) score.
ā
Estate planning score.
ā
3-4hrs. work
(including rating representation).
ā
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.
ā
Review of financial documents
(bank accounts, brokerage accounts retirement accounts, insurance statements, credit card statements, etc).
ā
Review and analysis of employment documents
(retirement plan, healthcare plan, insurance plan, employment benefits, etc).
ā
Analysis of personal budget and statement cash flows.
ā
3 hourly review consultations
(every 3-4 months).
ā
1 mid-year budget and cash flows update.
ā
Investment newsletter (WEEKLY JUICE).
DOES NOT INCLUDE
Opening of investment account.
ā
Design of investment portfolio.
ā
Investment recommendations
(MF funds, ETFs, stocks, crypto).
ā
Retirement accounts investment analysis
(i.e. 401(k), 403(b), IRA, etc).
ā
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.