INVESTMENT STRATEGIES FOR YOU

How is counseling provided?  Can I take it even if I'm not Mexican?

All our courses, workshops and consultancies are  on-line  so that they can take it  all the people in the world The platform we use is Zoom.

Who is this advice for?

It is ideal for people who have a capital  Available to invest above $50,000 Mexican pesos or more than $3,300  American Dollars,   additional to your emergency fund !!!  80% of the money must be banked (i.e. not cash)  and want to achieve goals through investments of different risks, depending on their lifestyle. It is also ideal for people who want to expand their investment portfolio. 

What is required to hire the consultancy?

✍️ A laptop/computer/ipad
✍️ Yo Internet
✍️ Basic handling of Excel/Google sheets 
✍️ More than  $50,000 Mexican pesos or more than $3,300 USD

How does consulting work?

Step 1. We will send you an online questionnaire to fill out. 
Step 2. You will schedule your interview session via a link. In this online session, one of our advisors will ask you about your goals, current situation, information and context necessary to create your strategy. 
Step 3. We will create a WhatsApp group with your assigned advisor so that they can tell you the date of the strategy delivery session.
Step 4 : Analyze, learn and decide which investments you liked to implement them.

What's included?

• 1 online interview
• 1 delivery session
• Creation of a personalized strategy according to your goals and the risk you have chosen
• Implementation, assistance, help with documentation, and everything you need to make your investments a reality.
• Assistance during business hours, via WhatsApp for questions, for the duration of the plan.

What is the duration of the plan?

The plan is not time-based, as such, but rather the time it takes us to implement it based on what you have chosen. Your plan ends when your money is where you chose, however you have up to 1 month to choose what to do. 

What is the difference between the Millennial Investment Workshop  and this Investment Strategy plan?

  The online Investment workshop is a 2-hour group workshop and is ideal for learning how investments work, important principles, knowing options and that your  You choose with the information you have learned, the best for your money. However, in this plan, it is a personalized, individual advice, created and designed for you.😎 

What is the difference between INVESTMENT STRATEGIES and the ONE SHOT PLAN for personalized advice?

Investments are for people who are looking for options and an explanation of where to invest their current money and have a capital of more than 50,000 Mexican pesos available for investment.Includes two sessions, an interview and a delivery session to review the options and implementation.

One Shot is a personalized program to learn how to design your budget, pay off debts, savings, review your credit and also get started in the world of low-risk investments. It is a consultancy that will allow you to have a healthy relationship with your finances. It consists of 7 sessions.

Can I take it with my partner?

Yes, you can buy the plan as a couple and have the sessions together to decide your investment strategy according to your goals. Remember that together you must have savings of more than 100,000 Mexican pesos or 6,600 dollars. 

Important information you should know

The plan is designed to educate you on 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 proposed options. Our job is to work for you with our own information and experience.  

What payment methods are available?

You can pay directly through this link with your debit or credit card. 

All workshop and consulting sales are final and non-refundable.