The sessions

In just a few sessions, you go from wanting to do it to having it done

A practical program to start investing, take control of your money and learn to do it yourself. One task at a time, until you no longer need me.

Let's talk

The first step is a free conversation.

By the end of the program

  • You'll be an investor: with your first investment made and running
  • Your money will have stopped sitting idle and started working
  • You'll have a system to control your accounts month to month
  • You'll know exactly what you have and where you're heading
  • And above all, you'll know how to do it yourself — without depending on anyone

It's not theory. It's walking away with things done.

Four sessions, one clear path

1

Make your money work: design your plan

You leave with your investment plan defined and your broker account underway.

2

Learn to invest: your first purchase

You make your first investment. You're an investor now.

3

Get your things in order: what you really have

You get the clear picture of your net worth: what you own and what you owe.

4

Take control: your accounts month to month

You set up your control system and the habit to keep it going.

You start by investing, the most important thing. Then you build order around it. First you get running; then we fine-tune the pace.

Practical, at your pace, with you in charge

One to one. You and me, focused on your specific situation.

One task at a time. Every session ends in something done, and the next one starts by checking it. You don't progress on paper: you progress for real.

At your pace. One session a week, online or in person, whatever suits you best.

With your workspace. Access to a step-by-step assistant and tools to choose your funds and your broker.

And a tool for afterwards. I teach you to keep your accounts with whatever you prefer — from a spreadsheet to my app, HomeFinance App, built to make it easy without your data ever leaving your control.

There's plenty of information. What's missing is getting started.

You can find all of this in books, videos and social media accounts. I'm not going to give you more theory: I'm going to make sure you do it. That's the whole difference. I'm not a financial advisor and I won't tell you what to invest in — I teach you the method and the judgement so you decide for yourself. Because my goal is not for you to depend on me, but the opposite: that you learn to do it alone and don't need me.

Not financial advice. The sessions are financial education. I do not give personalised investment advice or recommend specific financial products. Read more in the terms.

Is this for you?

It's for you if…

  • You want to start investing but don't know where to begin, or it scares you
  • You already save but your money has been sitting idle
  • You want a system to control your money, not patches
  • You value learning to do it yourself, not having someone do it for you

It's probably not for you if…

  • You're looking to get rich quick or make a killing
  • You want someone to manage your money for you and forget about it
  • Your situation is very complex (multi-country taxation, large estates, structures) and you need a specialized advisor

Not sure which group you're in? Let's talk it through. That's what the conversation is for.

The first step isn't investing. It's talking.

You don't need to have anything figured out yet. The conversation is free, lasts 20 minutes and comes with no strings attached: you tell me your situation and we see together if this is for you. If it isn't, I'll tell you.

Let's talk

Rather write to me first? alberto@homefinance.coach