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Jaime Olarte · Private financial advisory
Your strategy session
A one-on-one conversation to put your money in order with a clear plan. Tell us your situation and pick a time — we come prepared.
How it works
You tell us what you need and reserve your spot.
We email you which documents to prepare — with a few days' notice.
We have the conversation fully prepared and you leave with a clear plan.
We don't ask for figures here: those come from your documents. We just want to understand your situation to prepare the session.
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Pick the time for your session. Dates start a few days out on purpose: that's the time to prepare the documents we'll request by email, so we make the most of every minute.
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Pick an available day.
A private, one-on-one conversation with Jaime Olarte
A review of your real situation and goals
A clear, actionable next-steps plan
Prep done in advance from your answers
Your strategy session$50 CAD
Two live meetings: ninety minutes now and the follow-up review at thirty days.
Payment processed by Stripe. We don't store card data.
Full refund up to 48 h before the session, by emailing info@jaimeolartefinanzas.com. After that, no.
After payment we email you which documents to prepare, with a few days' notice.
Confirmed
Done!
Your advisory is confirmed. You will get the invite by email.
Jaime Olarte