"As a Fee-Only and Fiduciaries, we provide financial planning, tax planning, and asset management—always committed to offering personalized, strategic guidance that puts your best interests first, helping you achieve clarity and confidence throughout your financial journey.”
Alonso Rodriguez Segarra Founder & CEO.
Our personalized strategic advice brings real value to your financial journey. Whether you're building wealth, planning your next chapter, or seeking a second opinion, we help you make smart, informed decisions today and for the future.
With our Hourly Financial Planning service, you only pay for what you need, giving you access to expert, personalized financial advice to help you transform your finances to transform your life.
Our Goal
Being qualified, independent, fiduciary, and CERTIFIED FINANCIAL PLANNER®️ for all those individuals looking for a second opinion to manage their finances better. We understand that financial planning can be tailored to your reality, giving you greater financial freedom.
Our business model
Our service does not rely on managing assets alone. We provide services for high-net-worth individuals and those at the initial stage of building their assets.
We provide a service guarantee for Hourly Financial Planning solutions, where if we cannot add value above the amount you paid us for fees, we will refund your money.
We strive to provide the same high-quality service to everyone.
Our Mission
We empower individuals and organizations to achieve financial security and peace of mind through personalized financial planning, prioritizing their interests under a fiduciary approach.
Our Vision
To become the vanguard in financial planning, leading the way in providing innovative solutions for people and organizations going through life transitions or financial challenges, giving them the confidence and peace of mind they need to achieve their goals.
Get to know Us
Alonso Rodriguez Segarra
Founder & CEO | CERTIFIED FINANCIAL PLANNER®
Johana Mojica
VP Customer Experience
Nayibe Duran
Business Development
Valmore Medina
VP Research, Strategy & Operations
Aura Marina Arguello
Compliance Manager
Luis Carlos Grillet
Customer Experience Leader
Mariely Sánchez
Business Development
Take the First Step Toward Financial Peace of Mind!
We understand that managing money can sometimes feel overwhelming or uncertain. You may be wondering:
- Are my taxes optimized?
- Am I on track to achieve my financial goals?
- How should I plan for my retirement income and required minimum distributions (RMDs)?
- Could a Roth conversion help me reduce future taxes?
- How can I manage my investments effectively?
- Am I making the most of my current financial situation?
When you’re ready, we invite you to schedule a no-obligation introductory consultation. Together, we will analyze your unique financial situation, answer your questions, and identify practical solutions tailored to your needs. Let’s work toward achieving the financial clarity and confidence you deserve.
