HOW MUCH DOES THE SERVICE COST?
This question is tricky because Family and Money Matters (TM) offers three main services:
For institutions, we offer keynote presentations and financial planning programs that can last from one hour to 12 months..
For family businesses, we offer family-focused programs that can range from government, financial education, impact investing to philanthropy.
For individuals, we offer action-oriented financial planning, in which we work with clients on a monthly basis to ensure they are on track to financial well-being, and these commitments can also last as long as necessary.
For some reference to the latter here is an article that talks about fees. http://www.bankrate.com/finance/savings/financial-planners-not-just-for-millionaires-
WHAT KIND OF CLIENTS DO YOU WORK WITH?
Depending on the type of service we have three types of clients. Our institutional clients such as; the US Embassy, E&Y, PWC, Oriflame, BCP, Skandia, our families who own international companies abroad. And our professionals who need organization, understanding and control of their finances and want to do it with an action-oriented financial plan.
HOW ARE WE GOING TO WORK TOGETHER?
The first step is to schedule a call over the internet. We will then determine the best route for you. Sometimes we receive calls that we can offer alternatives in 30 minutes, others require a proposal and an action plan. Depending on the service, we can work in person in your country of origin, from Miami, FL or Lima, Peru or virtually. We work with online systems that will help us stay on track.
HOW CAN WE MAKE AN ALLIANCE?
There are many ways we can work together:
As an institutional client, family business or individual seeking financing related planning.
As a content contributor for our blog, interviews or videos.
As a provider related to the media. ; Social media, television interviews or radio contributions.
Email us and let us know when you need the information and your budget.
ARE THERE PROGRAMS AND TOOLS FOR KIDS?
Through Family and Money Matters (TM) We have a special summer camp just for kids. In addition, we offer educational products such as books, games, and manuals.