Tailored Strategy
A complete diagnosis and a concrete, personalized roadmap with a one-time payment.
Investment advisory
Investment solutions adapted to each profile.
Two ways to organize your financial situation and make better decisions: a one-time advisory plan or ongoing guidance, always with criteria, method and professional support.
Personalized diagnosis
No fund management
Your decision, always
How it works
Two ways to move forward with professional guidance.
Choose the level of support that best fits your current situation: ongoing guidance to sustain decisions over time, or a focused engagement to address a specific need.
→
Your decision
With that roadmap, you can implement the decisions on your own or continue with professional guidance.
→
Excellence Strategy
Ongoing monthly follow-up aligned with your goals, your portfolio, and the market context.
Both plans are independent. Tailored Strategy is designed to organize specific decisions and define a roadmap. Excellence Strategy is intended for those who prefer ongoing monitoring, review, and guidance month after month.
Two plans
Choose the one that best fits your current stage.
A concrete one-time delivery, or monthly guidance that evolves with you. Both are based on the same professional criteria.
One-time delivery
Tailored
Tailored
Strategy
An experience designed for those who need to organize their situation, understand alternatives and build a clear roadmap to decide better.
US$ 70
one-time
One-time payment · No automatic renewal
- ✓Complete diagnosis of your current financial situation.
- ✓Concrete, professional and personalized roadmap.
- ✓Strategy aligned with your goals, profile and time horizon.
- ✓A solid base for your next decisions.
- ✓One-time delivery, with no continuity commitment.
Ongoing follow-up
Excellence
Excellence
Strategy
Created for those seeking to sustain wealth evolution with follow-up, criteria and a higher-level strategic view.
US$ 40
per month
Monthly follow-up · Billing according to the agreed modality
Quarterly reference: US$ 120
- ✓Ongoing follow-up with a strategic and professional view.
- ✓Periodic reviews aligned with market context.
- ✓Stronger decisions amid changes and opportunities.
- ✓Guidance adapted to your wealth evolution.
- ✓Direct communication with Estrategia Financiera.
Comparison
Which plan is right for you?
| Feature | Tailored | Excellence |
|---|---|---|
| Service type | One-time delivery | Monthly follow-up |
| Price | US$ 70 | US$ 40/month |
| Automatic renewal | No | According to agreed modality |
| Initial diagnosis | ✓ | ✓ |
| Personalized roadmap | ✓ | ✓ |
| Ongoing monthly follow-up | — | ✓ |
| Reviews during market changes | — | ✓ |
| Fund management | No | No |
| Ideal for | Clear starting point | Sustained evolution |
FAQ
What people ask us most.
How much does each plan cost?+
Tailored Strategy costs US$ 70 as a one-time payment. Excellence Strategy costs US$ 40 per month. Before continuing, the system tells you where you are going and what step you are starting.
Which plan is better to start with?+
If you want ongoing review and sustained professional guidance, Excellence Strategy is the most comprehensive option. If you need to address a specific situation through a single engagement, Tailored Strategy may be sufficient.
Does Estrategia Financiera manage my money?+
No. We do not receive funds, manage capital, access your credentials or execute operations. The final decision always remains the client’s responsibility.
Does the service guarantee results?+
No. The service provides analysis, criteria, guidance and method. No analysis guarantees future results and every investment involves risk.
Transparency from the start
Advisory services are informational, educational and guidance-oriented. They do not constitute an operational instruction or guarantee results.
Estrategia Financiera does not receive client funds, manage capital, execute buy or sell orders, or operate on behalf of the client.
Every investment decision is the exclusive responsibility of the client. Past results do not guarantee future results.
Not sure where to start?
Book a meeting. In a brief conversation we can understand your situation and help you choose the most reasonable path.