Our Bacatá Method

Your Path to Financial Success

Achieving your financial goals requires a clear understanding of your finances, and, most importantly, the right mindset and attitude.

We are here to provide support and guidance to make this journey easier.

What It Is

It is a comprehensive educational journey that will teach you the fundamentals you need to know to achieve your desired financial lifestyle. It begins by raising awareness of the “winning” mindset you need to develop in order to do the right things and manage your resources effectively.

Developed by the experienced certified financial advisor, Miguel Bacata, the creator who, as a Latin immigrant in the United States, learned how to overcome financial challenges (after being bankrupt) and wants to help others do the same. Learn more about his story.

How It Works

The Bacata Method consists of 6 practical workshops, each lasting two hours, available either in-person or online. Here, we provide a brief overview of what you will gain through this journey:

Being – Doing – Managing

We explore the limiting beliefs that may be holding you back from your aspirations, how to overcome them, and some elements of personal growth you can integrate into your life to manifest your desired outcomes.

Attitude vs Aptitude

You will understand this fundamental difference to shift your perspective on how to approach life. It helps you to become aware how your outcomes are a result of cause and effect based on your actions.

Vital Energy

You will discover why vital energy is crucial for a fulfilling life
and how you can maintain optimal energy levels to be able to pursue any personal, spiritual, family, professional, and financial objectives.

The Game of Money

Discover the important principles of the money flow quadrant and the cash flow pattern. By understanding these concepts, you can gain insight into why some people are financially prosperous while others are not.

Managing Your Money Effectively

You'll learn how to properly manage your finances. Often, the problem for those struggling financially isn't a lack of earnings, but rather a lack of knowledge on how to properly manage their money.

Turning Life into a Winning Game

You will be encouraged to incorporate a planned game-like approach into your life, reminiscent of the way you used to play when you were a child. This will enable you to approach life with a light-hearted attitude, easily adapt to challenges, and achieve success in all aspects of your life.

At the end of this journey, you will possess valuable resources to attain financial well-being by applying these easy and accessible steps, suitable for everyone.

What Our Customers Say:

We have helped hundreds of individuals and companies (seeking a financial education program for their employees). Here, you can find their experiences:

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