Launch your wealth
offering personalized guidance for individuals who are starting out in their careers.
Launch Your Wealth is a program designed for people in their 20s (and/or less than ten years into their careers). The service is intended for individuals with annual income under $100,000 or $150,000 for couples.
We'll work together to create a roadmap to your financial future, from establishing your goals to strategizing debt reduction and creating a balanced spending plan.
Our 4-month engagement provides structure and accountability to kick start your financial goals. You will get the clarity you need to feel confident about your money.
meeting structure - First 4 months
Month 1
Month 2
Present a financial plan that provides action items to move you towards your goals.
Month 3
Educational session in an area of finances that you want to learn more about.
Month 4
During this time, you also get these additional benefits:
- Unlimited email support throughout the engagement and for 30 days after the fourth meeting.
- Access to our tools to be able to track your tasks and progress seamlessly.
Meet Your Advisor
Mariana Llamas (She/Her)
With a warm and empathetic approach, Mariana is committed to empowering individuals from all walks of life to achieve financial security and prosperity.
Together, let’s build a brighter and more secure future for you and your loved ones.
The cost
$2,400
for individuals
$3,000
for couples
- 50% of the fee will be paid upfront and 50% at the end of the engagement.