Welcome to

I am Mónica, a personal finance expert dedicated to helping you manage your finances, optimize your wealth, and secure your retirement. Let’s build your financial plan together.

Meet Mónica, Your Financial Ally

I am Mónica, an expert in personal finance. I’m here to help you build your financial plan, manage your retirement and pension accounts, handle debts, optimize tax and wealth efficiency, and mitigate financial risks.

100 Clients

Over 400 clients have successfully transformed their financial lives with Mónica’s guidance.

10 Workshops

Mónica has conducted over 30 workshops aimed at educating the community on financial literacy.

5 Years

With 15 years of experience, Mónica is dedicated to empowering her clients with financial knowledge.

200 Hours

Mónica has dedicated over 800 hours to one-on-one consultations, ensuring personalized attention for each client.

Explore Our Financial Coaching Services

Discover how Mónica’s personalized financial coaching can help you achieve your financial goals. From single-session consultations to comprehensive annual plans, we offer tailored solutions to meet your unique needs. Let us guide you towards financial success with expert advice and ongoing support.

Single-Session Consultations

Receive personalized advice tailored to your specific financial situation. Gain clarity on your financial goals and address urgent financial questions in a focused session.

Learn More

Comprehensive Annual Plans

Enjoy continuous support and guidance tailored to your evolving financial needs. Stay accountable with regular check-ins and access exclusive resources to enhance your financial literacy.

Learn More

Tailored Financial Strategies

Mónica offers expert guidance to help you build a robust financial strategy. Benefit from her experience and insights to optimize your financial planning and achieve long-term success.

Learn More

Experience Tailored Financial Advice in a Single Session

Our single-session consultations offer you the opportunity to receive personalized financial advice tailored to your immediate needs. Whether it’s budgeting, debt management, or investment strategies, Mónica is here to provide clarity and direction.

Comprehensive Annual Plans for Financial Success

Our annual plans provide ongoing support and expert guidance throughout the year. Benefit from regular check-ins, updates on financial strategies, and continuous access to Mónica’s expertise to ensure you stay on track with your financial goals.

Client Success Stories

Hear from our satisfied clients about their financial journeys.

Mónica helped me streamline my finances and plan for retirement. Her advice was invaluable!

Thanks to Mónica, I now have a clear financial plan. I feel more secure about my future.

The one-on-one sessions with Mónica transformed my approach to budgeting and saving.

Mónica's insights on managing debt were a game changer for me. Highly recommend her services!

I appreciate Mónica's personalized approach. She truly understands the needs of Colombians in the U.S.

Mónica's guidance on retirement planning has given me peace of mind. I can't thank her enough!

Meet Mónica, Your Financial Coach

Mónica is a seasoned personal finance expert with over a decade of experience. She specializes in personalized consultations, helping Colombians in the U.S. navigate their financial journeys with confidence and clarity.

10 clients

Mónica has successfully guided over 1, 000 clients towards achieving their financial goals, ensuring they feel empowered and informed.

5 years

With 15 years of experience in finance, Mónica brings a wealth of knowledge to her coaching sessions, ensuring clients receive expert advice tailored to their needs.

200 strategies

Mónica has developed over 500 personalized financial strategies, helping clients manage their retirement, debts, and investments effectively.

95 %

Mónica’s clients have reported a 95% satisfaction rate, reflecting her commitment to providing exceptional financial coaching.