Identify financial status and evaluate restructuring for growth.
Detect areas of opportunity in financial processes.
Create an action plan to maximize profitability.
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Executive Diagnostic Report
Action Plan
Financial Roadmap
Financial Structure Template
2 hours of mentoring
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Lack of structure for making financial decisions.
Not clearly knowing profitability or reinvestment strategy.
Disorganization in expenses or basic financial processes.
Disorganization in tax payments.
Profits without a growth destination.
Out-of-control debt.
No clear goals or budgets.
Identify financial health and evaluate retirement, risk, or debt plans.
Establish financial goals and plan.
Structure debt and investments.
Financial habits diagnosis.
Action plan for financial goals.
Budget and financial goals template.
1 hour of mentoring.
Not knowing where to start organizing personal finances.
Anxiety about the financial future.
Bad financial habits without knowing how to change them.
Lack of a clear plan to achieve goals (house, retirement, investments).
No control over expenses and income.
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Personalized Strategies: Designed for your short and long-term goals.
Action Plan: Maximize profitability with clear steps.
Investment Verification: Detect and avoid fraud with expert oversight.
Tax Optimization: Keep more of what you earn.
Wealth Diversification: Spread your investments to secure your future.
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Legal Know-How: Unfamiliar with legal processes and required documentation?
Market Value Risks: Paying more than the real market value?
Retirement Strategy: Lacking a clear strategy for retirement?
Financial Decision Making: Missing the technical criteria needed?
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