1st Form Filling: Once filled out, you will be contacted to schedule a meeting via Google Meet.

2nd Diagnostic Meeting: Here we aim to get to know you better to understand your needs and determine if the consultancy makes sense for you. If it does, we proceed.

3rd Investment Proposal: After creating a tailored financial plan, we will contact you to schedule the presentation. Did you like it and want to get started?

4th Portfolio Implementation: Here we perform all calculations and analyses to define the assets and amounts of your portfolio.

5th Frequent Monitoring: We will monitor your portfolio daily, and support is available 24/7.