take control of your financial future in 60 Minutes (Without Overwhelm or Confusion)
Strategic and personalized financial planning for high income professionals in life transitions seeking clarity, confidence, and control.
take control of your financial future in 60 minutes
Are you feeling completely overwhelmed by financial decisions? This is for you if you are dealing with one or many of the following challenges:
- You’re in a life transition point where you must start taking your finances seriously (like having a family, starting your professional career, getting married)
- You’re relatively beginner in personal finance, and are drowning in confusing information, don’t know where to start or how to prioritize your responsibilities
- You feel uncertain, disorganized, stressed, and unsure about your future.
- You feel frustrated by conflicting information and just want clear, actionable steps tailored to YOU
- You need accountability, someone to talk to about your goals and whether you’re on the right track.
- You want to establish a financially stable and secure future for you and your family, but feel stuck and don’t know how to get there or how to begin.
I can help you with the following:
- Get CLEAR, and confident about your money, so you stop guessing and actually make progress
- Make retirement planning simple, so you can build a wealthy future for you and your family
- Establish a plan to help you pay off debt FAST without sacrificing your lifestyle…too much 🙂
- How to ACTUALLY build your emergency fund and prepare for major life events like starting a family or buying a car, or home.
- Establishing financial safety nets so you and your family are taken care of even when life takes unexpected turns (such as job loss, health conditions)
We’ll establish a personalized plan that fits your situation, with specific, actionable, and prioritized steps, so you don’t have to keep drifting, worrying, stressing, and you can focus on execution, making progress, and achieving financial security and freedom.
first of all, who am i?
I’m Alex. I’m a dad, husband, engineer, and mentor. I have over a decade of experience in the engineering field and a strong passion for personal finance and helping people succeed financially.
Since starting from humble beginnings, growing up in South America and overcoming poverty, I’ve successfully navigated the complex world of finance, broke six figures at the young age of 25, paid off $215,000 in debt with my wife, built a thriving 5-figure online business from home, and through lots of trial and error, education, and mistakes, I established a solid financially secure foundation for my family.
I know firsthand the pressures of managing money while balancing family, career, and personal goals. It’s easy to feel overwhelmed, even when you’re earning a high salary.
That’s why my goal is to help professionals, parents, and individuals who are where I used to be. I want to give you the essential tools you need to build a solid financial foundation; from paying off debt to protecting your family with the right insurance and planning for retirement, I’m dedicated to helping you achieve financial security and peace of mind.
Based on experience and data-backed research, I can help you set up effective pillars of financial safety and security, and how to establish protection layers and safety nets to not only manage your money more effectively, but also protect what matters most from financial hardship; your family.
Whether you’re just starting out in personal finance or looking to gain more control over your financial future, this guide will give you the actionable steps you need to move forward with confidence.
How I Can Help You Turn Your Situation Around in 60 Minutes:
Perform a Personalized Financial Health Assessment Report: No more guessing! We’ll assess exactly where you stand financially based on your age and life stage. You’ll find out what’s working, where you need to improve, and if there’s any catching up to do.
Build a Tailored Financial Action Plan: We’ll create a personalized, step-by-step plan just for you. You’ll know exactly what to do first, how to prioritize your goals, and where to find the resources you need to hit your targets; no more chaos or confusion.
Establish Clear (and Realistic) Timelines for Your Goals: We’ll set realistic timelines for paying off debt, saving for retirement, or building an emergency fund. You’ll know how long it will take to reach each goal; no more uncertainty. This way you’ll stay motivated knowing what to expect.
Address Any Emotional Concerns/Issues With Money with Money: We’ll tackle emotional roadblocks like envy, comparison, and overspending that keep you stuck. It’s time to build a healthy relationship with your money and stop letting emotions control your finances.
No More Wasting Time on Generic Information: Forget spending hours on YouTube or reading articles that don’t apply to you. In this session, you’ll get the exact information and strategies you need now right now, tailored to your situation.
BONUS
You’ll get game-changing resources that will save you time, money, and energy. No need to sift through thousands of dollars in books or unhelpful content. I’ll share the materials that transformed my life, and will transform yours.
what previous clients said:
WHY WORK WITH ME
Here’s the bottom line: You deserve peace of mind and the guidance of someone who’s been in your shoes. Growing up with little to no financial education, having to figure everything out on your own; it’s overwhelming. Stress, uncertainty, and analysis paralysis can keep you stuck.
I’m here to be your shortcut to success and financial peace.
My wife and I were buried under $215,000 in debt, despite having great jobs. It wasn’t until we got serious, created a clear plan, and took real action that we turned it all around.
Now, we’re debt-free, investing in our future, and living with financial peace of mind. Here’s what we’ve achieved, and what I can help YOU achieve too:
- Set clear financial goals and know exactly how to get there.
- Financial alignment with your partner—both of you on the same page, working toward shared goals.
- Paid off $215,000 of debt in 2.5 years and now live debt free
- Built a robust emergency fund that can help us overcome unexpected, unfortunate, financial situations
- Built financial safety nets that help us sleep better at night, knowing our financial future is taken care of in case of injury, death
- Are currently investing in retirement accounts and securing a stable financial future.
- Saving for big goals, like buying a home.
- Enjoying vacations and family time, without constantly worrying about the price.
- Giving back and helping those who matter, like supporting our parents.
We built this life by following the right steps, and I want the same for you. If you’re not there yet, I look forward to getting you there!
requirements
I want to make sure you have the best experience. The satisfaction of my clients is my number one priority. For this, there are certain requirements you need to meet before you apply for a consultation call:
- You must be a working professional, living in the USA, and have an income coming in.
- You must be serious, driven, dedicated, responsible, open, and punctual.
- You must be available for video calls
risk-free
I’m confident that our 60-minute session will give you the clarity and tools you need to start making major financial progress. But if, for any reason, you feel you don’t reach the goals we set together, I will personally refund 100% of your money. This is a no-risk offer and your satisfaction is my biggest priority.
Ready to Transform Your Financial Future?
Don’t leave your financial future to chance. In just 60 minutes, you can go from financial stress and confusion to clarity, control, and confidence. You can take control of your money in less time than you think, and with much less effort than you expect.
what previous clients said: