PERSONALIZED advice that will put your finances in order
It lasts 3 months, in which you will have 8 sessions divided as follows:
-1 Interview, to get to know you and your goals
You have an advisor for that time, in which they help you make your numbers, that is, your budget, strategies to get out of debt and start investing, retirement plans and everything you need to manage your finances, but with the help of an advisor all that time.
Is personalized , the sessions are online, just you and your advisor, the sessions are 1 hour every 15 days.
We operate schedules from Monday to Friday from 8am to 8pm Mexico City time
How is the advice given? Can I take it even if I'm not Mexican?
All our courses, workshops and advice are online so that everyone in the world can take them. The platform we use is Zoom.
How is it paid?
You pay 50% to reserve your plan and the rest is divided into 3 payments, within the 3 months that your plan lasts. We put it in your budget.
Can I take it as a couple?
For the couples plan, your advice is quoted individually for data privacy, we review their account statements, but they are given a joint goals session, this session and their plan would be considered as a couple, so They are given a 10% discount on the total of each plan.
What is required to be able to hire advice?✍️ A laptop/computer/ipad
✍️Basic use of Excel/Google sheets
What is the difference between ADULTING NEXT LEVEL and the ONE SHOT PLAN for personalized advice?
We created ADULTING NEXT LEVEL for people who require an intensive, shorter course, full of motivation and tools taught directly by our founder Liliana Olivares. Additionally, the cost of this online course is fixed and may be more affordable as it is semi-personalized.
ONE SHOT personalized consultations last 3 months and are ideal for people who require greater follow-up and direct support. We will assign you an advisor from Team ADULTING and your strategy will be supervised by Liliana Olivares, however she will not give you follow-up sessions.
Important information you should know ABOUT THE INVESTMENT PART
The plan is made to educate you on the current, appropriate options, analyzed by ADULTING and TESTED by our team, and even, having invested ourselves in each option. Money never goes through ADULTING and we are not responsible for the options proposed. Our job is to work for you with our own information and experience.
To quote, share your gross monthly income, what you receive before taxes, in Mexican pesos or dollars, via Instagram or our WhatsApp
https://forms.gle/MjcLAgACQab5Qoey9 as soon as we have availability we will contact you :)