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Our Services

Financial coaching for individuals

What it is

Personalized, one-on-one guidance with Victoria, to help you take control of your money, build confidence with your finances, and create a plan that supports the life you want, without stress or confusion.

How it works

We’ll look at your current money situation, clarify your goals, and design a step-by-step strategy that is realistic and feels empowering.

 

We'll then work together to implement your new financial strategy and get you results. You'll receive practical tools, ongoing accountability and financial education on critical skills such as planning ahead your money, making confident financial decisions and investing. 

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Financial coaching for couples

What it is

A supportive space for couples to align on money, strengthen communication, and create a shared financial plan that works for both partners. It's about moving from money stress and confusion to teamwork, clarity, and confidence in your future together.

How it works

In coaching sessions with both Victoria and Carlos, we’ll explore your joint financial picture, clarify and align your money principles and financial goals, and build a personalized money system that reflects your values as a couple.

 

You’ll learn how to manage and plan ahead your joint finances, plan for big life events (like buying a home, getting married, or starting a family), and grow your wealth together, all while improving trust and connection in your financial partnership.

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Frequently asked questions

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