Consultoria financiera

Secure your and your family's financial future

En Exfinia te ofrecemos planeación que te permita proteger y crecer tu patrimonio, tener un retiro cómodo, proteger a tu familia y vivir tranquilamente.

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muscle building

WE HELP YOU ACHIEVE YOUR
muscle GOALS

Hundreds of people have trusted in us as
their Wellness Coaches

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Weight Loss

WE HELP YOU ACHIEVE YOUR
weight GOALS

Hundreds of people have trusted in us as
their Wellness Coaches

learn more
Meals Planning
Muscle Building
Weight Loss

ARE YOU CONCERNED ABOUT YOUR FINANCES?

Are you anxious about an uncertain future and the possibility of having to lower your quality of life?

Are you worried about outliving your retirement savings and becoming a financial burden to your family?

What would happen to the financial stability of your family if you were gone?

SOME OF THE BENEFITS OF WORKING WITH EXFINIA

analysis

Get a complimentary financial analysis covering all the areas that affect your finances, including savings and protection.

COMPLETE plan

Receive a plan that can be implement immediately. We'll help you adapt it as your needs change over time.

WIDE RANGE OF OPTIONS

Thanks to our wide network of providers, we can offer you the best options at the best cost.


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ABOUT

our process

HOW WE WORK

WE GUIDE YOU every STEP of the way

1

Book a meeting

We learn from you and your goals

2

Get a full analysis

Including all the areas that your action plan requires

3

Implement a plan

We will help you adjust the plan if your goals or financial situation changes

YOUR HEALTHY
LIFE STYLE

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PAY PER-CLASS

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YOUR HEALTHY
LIFE STYLE

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PROTECT YOUR LOVED ONES

Many parents worry about what would happen to their loved ones if they were gone.
At Exfinia we offer you protection that ensures the financial stability of your family, even in your absence.

groups

meet our team

Marcos Moros

Asociado

Natalia Urquiaga

Asociada

key focus areas


savings

saving PLANS

Short, medium and long term
- Retirement
- Education
- Emergency fund


health_and_safety

PROTECTION

- Life Insurance
- Long Term Care
- Disability


business

PLANNING FOR BUSINESS OWNERS

- Saving plans for business owners
‍- Buysell agreements between partners
- Saving plans as a retention strategy
- Key-person insurance


real_estate_agent

REAL ESTATE

Financial instruments backed by real estate

what to Eat

Why work with a Financial Consultant?

The lack or overabundance of information can be confusing, but we have helped hundreds of people achieve the peace of mind that comes from designing and implementing a plan that leads them to achieve their financial goals.

deli foods
Delicious

OUR SIMPLE PRICING

There is a special program designed only for your specific needs

Starter Plan
$49usd
Start Today Your New Life
Free 30 Days Trial
Medical health assessment
Free lean to fat ratio
Weekly meals planner
Weights lifting plan
Fat burning cardio workout
Monthly health monitoring
Basic Plan
$89usd
Get Your Own Wellness Coach
Free 30 Days Trial
Medical health assessment
Free lean to fat ratio
Weekly meals planner
Weights lifting plan
Fat burning cardio workout
Monthly health monitoring
Pro Plan
$129usd
Get All Benefits Plus More
Free 30 Days Trial
Medical health assessment
Free lean to fat ratio
Weekly meals planner
Weights lifting plan
Fat burning cardio workout
Monthly health monitoring

help

FAQ

Q.
How complicated is the process and how long will it take?
A.

We will lead you every step of the way, making for a very efficient implementation process.

Q.
How much does it cost to work with a financial consultant?
A.

We offer our services, from the evaluation of the plan to its implementation, at no cost to you.

Q.
With so many options to choose from, how do I know what's best for me?
A.

All our recommendations are based on a global analysis of your financial situation, which allows us to propose the options that best meet your objectives.

Q.
I have assets in multiple countries, will you be able to help me?
A.

We have extensive experience dealing with domestic and international cases. Additionally, we work hand-in-hand with accountants and lawyers that specialize in international finance so we can provide you with the best advice.

BOOK A MEETING
Trabajaremos de la mano contigo

get a complete financial analysis

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