New Program: Finance for Families

Finanzas para Familias

Contents

Financial advice

The Family Finance program is designed to help you organize your household finances. We can help you set concrete goals so that money is no longer a problem or a topic of discussion..

Situations in which the Finance for Families program can help you

  • You find it very difficult to make ends meet: in the last few days you have to deprive yourself of things and you depend on the next paycheck.
  • You have credit card debts
  • You have to pay for regular purchases (such as supermarket purchases) in installments.
  • You want to take out a mortgage loan
  • You want to save for your retirement
  • You want to take a trip that you can't afford today.
  • You want to work less by making your savings work for you.
Sign up now for Family Finance for ARS 60,000*
If you have a discount code or want to pay by bank transfer, touch here
*Single payment for the three-month program
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What does the program consist of?

The program, which lasts three months in total, includes three sessions to be scheduled at a time convenient for you:

The first step is to understand your financial goals or the challenges you're facing. You'll be asked for some information to help you understand your current financial situation and will be given initial suggestions you can put into practice. You're free to decide what information to share and what not to share.

The second session consists of sharing a detailed analysis of what was found and all the recommendations for optimizing your expenses and meeting your goals.

In the third and final session, you will be asked to provide feedback on the results obtained and any difficulties you may have encountered in implementing them will be analyzed.

Honorarios de asesores financieros
We provide personalized help to families

Frequently Asked Questions

What kind of information will I be asked for?

All relevant information, such as assets, debts, daily income, etc. Providing this information is not mandatory but is recommended.

How long are the sessions?

They last an average of 20 minutes.

How are the sessions conducted?

They can be by phone, video call or in person (with an additional charge).

What is the cost?

The cost of the entire program is $60,000 ARS or 60USD.

Does it include anything else?

Access to a personal finance course, an expense tracking platform, and a complimentary e-book. Optional free access: management of a client account to start investing in the stock market.

What is the objective of the program?

So you can organize your finances and start saving. It's not designed for investors, that's why we suggest the Financial Mentoring Programs.

Sign up now for Family Finance for ARS 60,000*
If you have a discount code or want to pay by bank transfer, touch here
*Single payment for the three-month program

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Frequently asked questions about the Pocket Investor mentoring program

Fundamental Principles of Home Finance

Household finances are the foundation of our economic stability and allow us to achieve our financial goals. By understanding and applying these fundamental principles, you'll be able to make better decisions and build a stronger financial future. Below we share some tips. Five points that will help you prepare for the program.

1. Budget:

  • Know your income and expenses: Keep a detailed track of all your income and expenses to get a clear view of your financial situation.
  • Set goals: Define your short, medium, and long-term financial goals.
  • Prioritize your expenses: Identify your essential expenses (housing, food, utilities) and discretionary expenses (entertainment, impulse purchases).
  • Allocate a percentage of your income to each category: This will help you keep track of your spending and save consistently.

2. Saving:

  • Automate your savings: Set up automatic transfers of a portion of your paycheck to a savings account.
  • Set up an emergency fund: Save at least 3 to 6 months of your monthly expenses to cover unforeseen expenses.
  • Invest your savings: Grow your money through long-term investments, such as mutual funds or stocks.

3. Debt Management:

  • Prioritize debt repayment: Focus on paying off debts with the highest interest rates first.
  • Avoid acquiring new debts: Limit your use of credit cards and avoid unnecessary borrowing.
  • Negotiate your debts: If you're having trouble paying your debts, negotiate with creditors to get better terms.

4. Financial Growth:

  • Financial education: Continue learning about personal finance to make better decisions.
  • Diversify your income: Look for additional income-generating opportunities, such as a part-time job or entrepreneurial venture.
  • Invest in yourself: Dedicate time and resources to your personal and professional development.
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5. Long-Term Planning:

  • Set long-term goals: Define your long-term financial goals, such as buying a home or retiring.
  • Create a retirement plan: Start saving for your retirement at an early age.
  • Review and adjust your plan: Review your financial plan periodically and make adjustments to suit your changing circumstances.

Additional Tips:

  • Simplify your life: Reduce your unnecessary expenses and focus on what really matters.
  • Surround yourself with positive people: Seek support from friends and family who share your financial goals.
  • Be patient: Building good financial health takes time and effort.

Don't forget: Personal finance is a journey, not a destination. By applying these fundamental principles and being consistent in your efforts, you can achieve your financial goals and live a more secure and peaceful life. It's not a question of being rich or not, but rather achieving the peace of mind that comes from not having to think about money all the time.

Sign up now for Family Finance for ARS 60,000*
If you have a discount code or want to pay by bank transfer, touch here
*Single payment for the three-month program.

See more notes from our blog:

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