I'll find it in one 90-minute audit — without cutting a single expense you enjoy. Credit cards. Subscription leaks. Missed savings opportunities. One conversation changes everything.
No commitment · 15 minutes · Free · $1,000+ found or 100% refund
No financial jargon. No 50-page questionnaire. Three steps — and you walk away knowing exactly where your money is going and how to get it back.
We spend 15 minutes making sure this is a good fit. You tell me about your situation — income, what you're currently doing, what feels off. I'll be direct: if I don't think I can find you meaningful savings, I'll tell you upfront. No pitch, no pressure.
⏱ 15 minutes · Free · No commitmentYou fill out a detailed intake form covering your spending, accounts, credit cards, and debts. Then we meet on Zoom for a 90-minute live audit where I dig into every area — credit cards, cash flow, real estate, subscriptions, and more. You see exactly what you're leaving on the table.
⏱ 90-minute Zoom call + intake formWithin 5 business days you receive a personalized report with specific action items, exact dollar amounts, and a prioritized plan. We schedule a follow-up call to walk through it together. I don't hand you a report and disappear.
⏱ Report in 5 business daysChoose the level of support that fits your situation. All tiers start with the same comprehensive audit — the difference is how much implementation support you want.
A comprehensive 90-minute audit covering credit cards, cash flow, real estate, subscriptions, and debt. You get a personalized report and a 30-minute follow-up call with a clear action plan.
Everything in the audit, plus bi-weekly 30-minute coaching calls and unlimited email and text support. I stay with you until the savings are actually captured — not just identified.
I handle 90% of the implementation for you. Credit card applications, account setup, bill negotiations, subscription audits, and monthly monitoring. You approve — I execute.
Market analysis, deal-by-deal financial modeling, and financing strategy. Whether it's your first rental or your fifth — data-driven guidance, not generic advice.
Every engagement is personalized. Here's what optimization looks like across different situations.
"I had no idea I was paying so much in fees every year. Diego found it in the first 20 minutes of our call. The audit paid for itself before we even finished talking."
"I was using one credit card for everything. A few simple changes later and I'm earning way more on the exact same spending. No lifestyle change whatsoever."
Answered directly — because you're busy and deserve straight answers.
No — and that's intentional. I'm a financial optimization specialist, not a portfolio manager. I don't manage investments or charge ongoing 1% annual fees. I specialize in finding money you're already leaving on the table through credit card inefficiencies, cash flow gaps, subscription leaks, and missed savings opportunities. One engagement. Specific results. No lifelong commitment.
I offer a straightforward guarantee: if I don't identify at least $1,000 in annual savings opportunities, I refund 100% of your fee. No questions asked. In practice, most clients find significantly more. If I can't find meaningful value in your situation, you pay nothing.
No. This isn't a budgeting service. I'm not here to tell you to cancel Netflix or stop buying coffee. Every dollar I find comes from money you're already spending — just spent inefficiently. Right credit card for your groceries. Savings in a high-yield account instead of 0.01%. Same spending. More return.
I have a Finance degree from UTRGV and four years of banking experience at Vantage Bank. I stay current on personal finance strategies, credit card rewards, savings optimization, and cash flow tactics. I earn zero commissions on anything I recommend — no conflicts of interest.
Yes — I work with clients nationwide via Zoom. Most optimizations (credit cards, cash flow, subscriptions, savings accounts) apply regardless of location. Location is not a barrier.
For the Complete Audit: roughly 3–4 hours total — 45 minutes on the intake form, 90 minutes on the audit call, and 30 minutes on the follow-up. The rest is reading your report at your own pace.
The audit gives you the full roadmap. If you're self-motivated and will actually implement, the audit is enough. Coaching adds accountability for people who know they'll get busy. Honest answer: if you've ever said "I'll get to it later" and didn't — choose coaching.
Book a free 15-minute discovery call. I'll tell you honestly whether I think I can find meaningful savings in your situation. No sales pitch. No commitment.
No Portfolio Management · No 1% Fees · English & Español
$1,000+ Found or 100% Refund