Our Programs:
A Plan for Every Stage of Your Financial Journey
At Brook Horizons, we believe that true financial planning is not a one-size-fits-all product, but a lifelong journey. That's why we've designed a clear value ladder to meet you exactly where you are and guide you to where you want to be. Whether you're building your foundation, designing your growth strategy, or cementing your legacy, we have a program tailored for you.
Find Your Starting Point
The Journey Unfolds in Three Phases:
🌱Wealth Roots™
For Building Your Foundation
This is the starting point for taking control of your financial life. We designed this program for individuals and families who want to get out of debt, build their first emergency fund, and establish the solid financial habits that lead to lasting peace of mind.
You'll Achieve:
A clear plan to eliminate high-interest debt.
Your first fully-funded emergency fund.
An automated savings system (10%+ of your income).
Best for: Individuals starting their financial journey.
Price: Starts at $47/month.
🚀The Visionary Blueprint™
For Designing Your Growth
You have a stable base, but your money is sitting idle. This program is for professionals and families ready to transform from savers into efficient wealth-builders. We'll give you the exact blueprint to invest intelligently and make your money work for you.
You'll Achieve:
A personalized, automated investment portfolio.
A clear strategy to grow your Net Worth.
A complete financial protection plan.
Best for: Professionals ready to accelerate their wealth.
Price: Starts at $97/month.
🏛️Legacy Builder™
For Optimizing Your Legacy
For successful business owners and families with complex financial lives.
This is our all-inclusive Personal CFO service. We assemble and manage your team of experts (Financial, Tax, and Legal) to orchestrate every facet of your wealth, from tax optimization to estate planning.
You'll Achieve:
A fully integrated financial, tax, and legal strategy.
Peace of mind knowing your complexity is managed by an elite team.
A clear path to transferring your wealth and values.
Best for: Established individuals seeking comprehensive "Done-For-You" wealth management.
Price: Flat-fee service, discussed in a consultation.
Your Journey Awaits.
A year from now, you will have wished you started today. The path to your ideal future is clearer than you think. Let's take the first step, together.
Let's Build Your Legacy, Together.
San Juan, PR
Copyright © 2025 Brook Horizons.
All rights reserved.
You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.