How It Started

The Gap We Noticed

Financial education in Mexico typically comes in two forms: either generic advice that doesn't account for the specific banking landscape here, or personalized advisory services that create dependency rather than independence. We saw families struggling not because they lacked intelligence or discipline, but because they hadn't been taught the fundamental skills of reading their own financial documents and building systems that work for their specific situations.

Many people receive bank statements monthly but never learned what each line means. They use credit cards without understanding how revolving credit actually accumulates interest. They compare service providers without knowing which fees are negotiable. These aren't advanced financial topics—they're basic literacy skills that should be accessible to everyone.

Why Group Workshops

We chose the group workshop format deliberately. When families learn together, they realize their challenges aren't unique—others face the same confusing bank statements, the same questions about credit products, the same difficulty tracking irregular expenses. This shared experience removes the shame that often prevents people from asking basic questions.

Group settings also allow for peer learning. When one participant figures out a tracking method that works for their household, others can adapt that approach to their own situations. We facilitate this exchange while providing the foundational knowledge everyone needs to understand their financial documents and make informed decisions.

The Mexico Context

Everything we teach is grounded in the Mexican financial landscape. We use actual examples from banks operating here, credit products commonly available, service providers families actually use. When we practice reading bank statements, we work with the formats Mexican banks use. When we discuss credit, we explain the specific terms and conditions typical in Mexican financial institutions.

This specificity matters. Generic financial education often fails because it doesn't account for local regulations, typical fee structures, or the particular challenges Mexican families face—like managing variable income, dealing with cash-based transactions, or navigating the relationship between formal banking and informal financial systems many households still use.

Small Groups, Practical Focus

We keep workshop sizes limited because hands-on practice requires time and attention. During sessions, you'll actually work through exercises—tracking sample expenses, reading real bank statements, comparing credit offers, building budget frameworks. This isn't lecture-based learning where you passively listen. You're building skills you'll use immediately.

The practical focus means we spend more time on the specific challenges Mexican households face and less time on theoretical concepts. How do you track expenses when some family members use cash and others use cards? How do you budget when your income varies monthly? How do you compare internet providers when their pricing structures are deliberately confusing? These are the questions we address.

Available Locations

We currently offer in-person workshops in Mexico City, Guadalajara, and Monterrey. These cities represent different economic contexts within Mexico, and we adjust examples to reflect local cost of living and available services while maintaining the same core curriculum.

For families outside these cities, we offer the same workshops in virtual format. The online sessions maintain the same interactive, hands-on approach—participants still work through exercises, ask questions in real-time, and build their tracking systems during the session. The only difference is the delivery method.

What Happens After

Our workshops give you skills and systems you continue using independently. We don't create ongoing dependency or require follow-up sessions. You leave with:

• The ability to read and understand your bank statements and credit card summaries
• Knowledge of how different credit products work and how to compare them
• A tracking system you built during the workshop and customized for your household
• Understanding of which fees are standard and which you can negotiate or avoid
• Skills to evaluate financial offers and make informed decisions

These are permanent skills. Once you understand how to read a bank statement or compare credit offers, you have that knowledge for life. You don't need ongoing advisory services—you can manage your household finances yourself.