One-on-One Orientation

Book a Financial Orientation Session

A focused session to discuss your household's financial situation and identify the most useful next steps for your family.

What to Expect

How a Session Works

Each session is educational and informational. We do not make financial decisions for you — we help you understand your options and build a clearer picture of your financial situation.

1

Submit Your Request

Fill out the contact form with your preferred topic and available times. We will confirm a session time by email.

2

Prepare Your Questions

Think about the financial topics you want to understand better. There are no wrong questions — the session is a space to learn.

3

Attend Your Session

Sessions are held remotely or in-person at our Ciudad de México office. Duration is approximately 60 minutes.

4

Receive a Summary

After the session, we send a brief written summary of the topics covered and suggested resources for further learning.

Sessions are educational in nature. Luminerato does not provide regulated financial advice, manage funds, or sell financial products.

Request a Session

One-on-one financial orientation session between advisor and client
Session Topics

What We Can Discuss

Sessions are flexible and driven by your questions. Common topics include how to size an emergency fund for your specific household, how to think about saving for a child's education, understanding the difference between saving and investing, and how to approach a large upcoming expense.

You do not need to arrive with a complete financial picture. Many people come with a single question and leave with a clearer framework for thinking about their finances.

  • Emergency fund sizing and strategy
  • Upcoming major expense preparation
  • Basic investment concepts and vocabulary
  • Household budget structure and review