Improve Your Quality of Life with Smart Financial Decisions
Bacatá Method
A comprehensive process aimed at teaching you life skills and mindset changes necessary to achieve wealth, guiding you towards a personal transformation from within (your being) to your actions and outcomes.
Individual Financial Solutions
Focused on individuals
looking for:
- Estate planning
- Retirement planning
- College Planning
- Life Insurance
- Debt Pay Off
- Financial Literacy & Planning
Business Financial Solutions
Focused on companies interested in saving and investing money in:
- Business Savings Program (SAVVY)
- Supplemental Benefits
- Infinite Banking
- Commercial Insurance
Ebooks & Templates
Through printable templates and additional digital resources, you will be able to implement key financial aspects in your life.
Who We Work With
These are outstanding companies we collaborate with and serve with some services
What Makes Us Different?
Unlike some companies, we have developed a unique method of learning and practicing financial planning called Bacatá Method. It allows you to unleash your power to reach your financial goals by implementing mindset changes and understanding how money can work for you. Our method is derived from real-life experiences and incorporates proven strategies.
Simultaneously, we complement this approach with our specialized expertise in financial planning, investments, retirement, estate planning, insurance, and more.
Therefore, instead of worrying about what steps to take, our skilled team is prepared to guide you to achieve your financial goals.
We have helped +560 customers in the United States.
What Our Customers Say:
I would recommend Miguel as a financial coach. He was helpful with my investment strategies and my retirement plan. He is also patient, communicative and demonstrates proficiency with the topics related with investment plans. If you need any financial advice. Don´t hesitate to message him.
I´ve had the pleasure of working with many professionals in our line of work, but Miguel is someone I will always remember fondly. I have had the of working with Miguel on several occasions, where we organized workshops and info sessions for the local Hispanic business community. His humor and empathy fostered a comforting work environment, and his holistic approach to the issues related to personal and business growth helped participants develop knowledge and new skills. I highly recommend working with Miguel Diaz!
Miguel is an excellent communicator and coach. Miguel has helped EparaTodos – Lawrence, MA for the past couple of years teaching a goal setting class to our entrepeneurs, who participate in our accelerator program. His positive energy, knowledge, and teaching techniques make his session one of the most inspiring classes of the program. Thank you for your support Miguel!
Hola! Les recomiendo a Miguel por su profesionalismo, seriedad y entrega en las sesiones de coach. He terminado mi proceso con mucha alegría y satisfacción por los logros obtenidos. Los invito a consultarlo. Gracias Miguel de corazón por todos tus aportes y dedicación para apoyarme.
Bendiciones!!
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