The Financial Nutritionist Process

Are you young and hungry for a different type of financial planning? How about a holistic, personalized process that:

Gives you unfettered access to our renowned Financial Chef

Helps you develop healthy financial habits that last a lifetime

Is often appealing to high earners in their 30s and 40s

Our unique, subscription-based Financial Nutritionist service model may be exactly what you desire.

This system will allow you to benefit from Financial Chef David Ortiz’s decades of experience and expertise for only a small percentage of income. David likes to call his model the “Netflix of Financial Planning” because it offers clients all of his services and unlimited access for one low price.

From advice about major purchases to mortgages and many other life decisions

David’s aim is to start and keep you on a timeline toward exponential financial growth. Whether you’re looking to make prudent investment decisions, identify tax-efficient strategies, select comprehensive insurance policies or work through dozens of other financial issues, David helps create perfectly blended plans with a broad menu of services and tools, including a Financial Planning Tracker, Investment Portal, Survivors’ Estate Toolkit and more.

You choose the services you want or need — and no matter how many you tap into, your rate remains unchanged!

Our Financial Nutritionist process helps in these areas that are vital to financial health:

Do you have an appetite for more info?

Contact us at (305) 254-4455 or or schedule your complimentary appointment to learn more about our Financial Nutritionist process and how it could fortify you.

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