Financial planning means anchoring in the port of prosperity...
Count on a financial consultancy that has a methodology divided into 6 well-defined main steps to diagnose, propose and implement sustainable financial solutions for your business.
Anamnesis
Anamnesis: We listen carefully to your dreams, goals and financial concerns with deep understanding, a non-judgmental environment, transparent communication, empathy and sensitivity. We carry out a diagnosis of your financial situation, from your assets and liabilities to your consumption and investment habits.
Presentation and
Plan Discussion
The next step is to discuss the prepared plan. We discuss each aspect in detail, going beyond the numbers to ensure you understand the recommendations and are comfortable with the proposed direction. And if not, we will make adjustments. This step is interactive – your ideas and feedback are essential to refining the project.
Detailing
We use tools to assess risks, opportunities and areas for improvement. At this stage, it is vital to understand how each aspect of your financial life interacts with the others, creating strategies to maximize gains and minimize risks. This step is crucial to establish a solid foundation for future plans, always with trust, respect and absolute confidentiality.
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Implementation of the Plan
In this step we will implement all proposed strategies, opening an account, hiring financial tools and even hiring third-party services, when applicable. Here begins the process where we will progress and move towards our goals!
Creating Customized Strategies
In this step, we develop personalized financial strategies. Strategies that are designed to align your finances and assets with defined objectives, retirement, acquisition of assets, investments, creation of a legacy, among others. Each plan is unique, reflecting your specific needs and goals.
Monitoring and Adjustments
Financial strategy is a dynamic process just like our lives. Monitoring your cash flow, assets, investments and overall financial health may require adjustments depending on changes in the market, your life or even your goals. Regular meetings are scheduled to ensure we stay on track towards achieving our dreams.
About Gustavo
My name is Gustavo Benaglia
Certified as an Investment Advisor by ANCORD and CFP®* Financial Planner, I have worked in the financial market since 2006. I had the experience of going through some crises in the investment world and some remarkable experiences. I have worked in multinationals with investment management in Brazil and South American countries, as well as in commodity operations (Soy, Coffee and Cotton). I love what I do, I am passionate about the financial market and I love adding value to friends and partners, always making a difference in people's lives. I am an International Relations Analyst and specialist in financial markets and senior partner at Grupo Farol Capital, an office accredited to XP Investimentos, working with Private and High Income clients, responsible for the area of education, training and international investments, I also participate in allocation committees and variable income. *Internationally recognized certification for working as a personal financial planner (FPSB/Planning).
Financial Consulting in Practice...
Based Financial Planning
in Goals and Objectives
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Defining Your Goals and Time Horizons
Assessing Your Goals – Future Costs
Analyzing Your Goals: Probabilities of Success
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Cash flow analysis
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Budget Breakdown
Current Savings Projections
Implementable Investment Strategies
Adoption of a Cash Control System