Coaching Financiero a la medida – 3 Sesiones

Ad-hoc plan for a specific topic that requires intervention. A series of 3 meetings over a period of a month to drive turnaround on your topic of choice, ensuring that you are empowered to take action on your most pressing concerns. Examples on how this plan is widely used include: education 401(k) IRA choices provided by your employer; act as a sounding board to assess specific portfolio choices within your stock investments.

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