Take Control
of Your Family Finances
Without Depending on Advisors
Group workshops where Mexican families build their own expense management systems. Learn to read bank statements, understand credit types, and practice with real-world scenarios from everyday life in Mexico.
Join a WorkshopWhat We Teach
Practical financial organization tools you can apply to your own situation. We explain how things work internally so you can make informed decisions independently.
Expense Control Systems
Build your own tracking method during the workshop. We walk through different approaches to recording and categorizing spending, then you create a system that fits your household's actual patterns.
Reading Bank Statements
Understand every line on your statements. We decode the terminology banks use, explain what each charge means, and show you how to identify errors or unexpected fees that commonly appear.
Credit Types Explained
Learn the difference between revolving credit and simple credit. We break down how interest accumulates in each type, what minimum payments actually cover, and how to compare offers from different institutions.
Real Scenario Practice
Work through exercises based on situations Mexican families actually face. Monthly bills, unexpected expenses, comparing service providers, planning for seasonal costs—all practiced with realistic numbers.
Budget Planning Methods
Explore different budgeting approaches and test which one works for your income patterns. We demonstrate envelope systems, zero-based budgets, and proportional allocation so you can choose your method.
Fee Identification
Recognize avoidable charges in financial services. We review common banking fees, credit card charges, and service costs, explaining which are standard and which you can negotiate or eliminate.
How the Workshops Work
Our process focuses on hands-on learning. You build your skills during the session by working through exercises and creating tools you'll actually use afterward.
Foundation Session
We start by mapping out your current financial landscape. Participants identify their income sources, regular expenses, and existing financial commitments. This creates a baseline we'll build on throughout the workshop.
Document Literacy
Learn to read the financial documents you receive. We go line-by-line through bank statements, credit card summaries, and loan agreements, explaining the terminology and highlighting what matters most.
System Building
Create your personal expense tracking system. We provide templates and examples, but you customize them to match your household's reality. The goal is a method you'll continue using after the workshop ends.
Scenario Practice
Apply your new skills to realistic situations. We work through case studies based on common Mexican household challenges—managing variable income, dealing with unexpected costs, comparing service providers.
Small Groups, Practical Focus
We keep workshop sizes limited so everyone gets hands-on practice time. Sessions run in Spanish and focus specifically on the financial landscape in Mexico—the banks, credit products, and services you actually encounter.
We don't provide personalized investment advice or recommend specific financial products. Instead, we teach you how to evaluate options yourself and build organizational systems that work for your situation.
Ready to Start?
Available in CDMX, Guadalajara, Monterrey, and online throughout Mexico.
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