As women, we have a lot on our plate (children, aging parents, relationships, careers). We are the head of our household and making big financial decisions or procrastinating because it's too overwhelming. Money decisions can be stressful when you have no guidance or experience. Let us take care of this for you. We will partner and make a plan together, so you can spend time on the other (more enjoyable) aspects of your life.

How Can I Help?

  • Cash Flow and Budgeting

  • Managing Debt

  • Investing Leftover Cash

  • Employer Benefits

  • Setting and Meeting Financial Goals

  • Saving on Taxes

  • Protecting Your Assets

Not sure which plan is best for you? Check out my Comparison Tool.

 
Carefree Drive
Woman Sipping Coffee
Tech Watch

Full Financial Planning

Financial Planning is ongoing and I will be with you every step of the way!  Creation of the initial plan is $2,000; then a subscription billed monthly, just like a gym membership! Here is the full breakdown, with the lowest price starting at $101/month.  

Retirement Planning

Are you on track to retire on your terms?  I provide you with a retirement plan that includes investment education, a SWOT analysis of your current situation, and specific advice based on your timeline, goals, and tolerance for risk. Fees are based on complexity and range from $599 to $999.

Hourly Planning

I realize not everyone is in a position to hire a full time financial planner, but still needs some guidance to answer a few burning questions or quickly solve a pain point.  In an hourly engagement, you are able to get advice relevant to your situation that you can implement right away.  My rate is $225 per hour.

Services

 

Workshops

I can provide financial workshops at your company, school, or organization and cover a variety of topics.

Please contact me if interested.

Subscribe below to receive Blog Updates and my Quarterly Newsletter!

For a limited time, receive my checklist "Accounts to Consider in 2021 If You Want to Save More"

760-205-3432

48 Ave. Luis Muñoz Rivera #2207

San Juan, PR 00918

©2019 by Xennial Planning LLC is a Registered Investment Advisor in California and Puerto Rico.

Disclosures