(47) 2122-9331
ONE-TIME MENTORING
If you have a specific pain, we can help you in a more direct and concentrated way.
In addition to the 12-month mentorship, we also offer one-off financial mentoring.
Discover the areas in which we can help you:
Financial planning
Through our own method, we study in depth the desires and motivations of each person when it comes to money and financial freedom.
Based on this, we build personalized planning, organizing finances and making safe decisions.
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Financial Organization
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Separation of Personal and Clinical Finances
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Translate Your Dreams into Financial Goals
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Tools to Boost Your Saving Capacity
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Retirement Planning
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Investment portfolio
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Risk Analysis vs. Return
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Financing and Credit Operations
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Consortia
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social security
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Participation in New Businesses
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Products and services
Investments and Financial Products
With our team of specialists, we will align your life projects with your financial products or services and make the necessary changes for greater efficiency, in order to seek better results, peace of mind and security.
Tax Efficiency and Asset Protection
We understand that taking good care of your time and money is also efficient in paying taxes, as well as being protected in unexpected situations.
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Tax Planning
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Best Tools to Optimize your Tax
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Natural Person or Legal Entity:
where is it more efficient to allocate the sources of income? -
PGBL Pension Analysis
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Risk Management, Protection and Insurance