1:1 Coaching Reviews

Y
Yessica
Maribel provided an excellent consultation that was both informative and easy to understand. she was incredibly knowledgeable and made our conversation so easy to follow. She has a wealth of information to share, but she breaks it down into simple, actionable steps so you never feel overwhelmed. I walked away feeling confident and ready to make real changes. Absolutely worth it!
2 months ago
R
Rosario
I'm incredibly thankful for Maribel! She broke down the world of investing in a way that made it all click, and now I feel much more confident about growing my money. As someone who’s undocumented and only has an ITIN, I didn't know how I could start saving for retirement. Maribel explained everything clearly and showed me how I could open a Roth IRA for long-term investment using my ITIN. If you're feeling lost in this process, I highly recommend booking an appointment with her!
5 months ago
C
Cynthia
Maribel is very well informed! She answered my questions and kept info relevant to my specific situation. I left my coaching session informed and empowered to improve my financial journey.
a year ago
R
Rocio Galeana
Loved the session with Maribel ! She helped me get things into perspective and now I have more hope and feel confident that i can accomplish my financial goals with an ITIN !! She asked the right questions to guide me into a pathway which helps in guiding the pathway that I need to take to build my company.
2 years ago
User profile - Adyery Tlahuel.
Adyery Tlahuel
Maribel is AMAZING! Coming into my first session, Maribel gave me a sense of relief that I was in good hands with someone with so much knowledge especially geared towards first gens. I got out so much information within just 1-hour. I came out of it not knowing much information about investing but now I feel much more confident. We specifically talked about the different ways to invest in retirement accounts and how to navigate my account and I got a deeper understanding of how to read my portfolio. I am definitely going to be booking more sessions for myself and separate ones for my family members.
2 years ago
A
Alma Sanchez
I had a great consultation with Maribel, she answered all my questions and was very friendly and easy to talk to. I am so glad I met Maribel who can answer questions regarding the immigrant community and investment!
a year ago