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We're here to help you
Build an action-oriented financial roadmap
We will design a holistic financial plan for your financial independence and financial success. We will prioritize your goals, create a balance sheet of assets and liabilities and cash flow to reflect your inflows and outflows - at the end you will be able to make better financial decisions for your future!
Design a legacy plan for your family business
We will create a family strategic plan for your legacy and future generations. We start by validating your objectives, taking an inventory of your family's human and financial capitals, identifying roles and responsibilities, and generating agreements for the growth and preservation of your family business!
Education you need to reach financial empowerment
Family and Money Matters Institute™ is 100% dedicated to helping families learn together. Our unique methodology proves that it yields better results. We deliver transformational programs for couples, women, children, young adults, financial planners, and social impact investors to reach financial well-being!