Our Process
Puente means bridge. The Crossing is the path we walk together, in six phases, from where your family stands today to the legacy you want to leave. It's how a bilingual, fee-only fiduciary works: listen first, organize next, then build.
Six phases that carry your family from where you stand today to the legacy you're building.
We begin with a deep discovery of your goals, your family, and your complete financial picture, on both sides of the border where it applies, before any recommendation is made. Everyone involved in the decisions can take part in English or Spanish.
We bring order to business and personal cash flow, including income in dollars and pesos, so you know what's coming in, what's going out, and what's working toward your goals.
Disciplined, evidence-based portfolio management structured around your risk, timeline, and what you're building toward.
Tax-aware planning and coordination with your CPA to reduce drag and structure wealth intelligently across accounts and entities.
We protect what you've built: the right insurance, entity structure, and risk strategy for your family and your business.
Estate, succession, and intergenerational planning so your life's work passes to the next generation on your terms. For families with ties to Mexico, we coordinate cross-border estate and asset considerations here with your legal advisors in both countries.
Every crossing is bilingual, fiduciary, and built around your family.
Many Mexican-American families receive advice designed for someone else's life. The Crossing starts from yours: a family business, parents and children who rely on you, and sometimes accounts, property, or family in Mexico.
That's why every phase considers both sides of your financial life, and is explained in the language you and your family make decisions in.
Bound to act in your best interest in every phase. Fee-only, no commissions.
Meetings in English, Spanish, or both, so no one is left out of the decisions that matter.
We work alongside your CPA and attorney, in the U.S. and in Mexico when needed.
Schedule a complimentary consultation, in English or Spanish, and see how Puente can serve your family.
Schedule a Consultation