About — Wealth-Source Financial

Our Path Together

In my native Mayan language there is an expression, Ts’o’okol beel - end of a path, often used when referring to getting married because it signals the end of a journey and a new beginning. Life has always been about completing cycles and you may now be stepping into a new job, a new family, a new vocation and a new you. While change is natural and more often beneficial, it can distract you from one key element for growth, your relationship with your finances. It is my core belief that building a solid relationship with your money can bring you confidence and open opportunities to tackle a new cycle in your life.

It brings me joy to provide you with the professional tools to help you succeed in your personal finances while you focus your time and energy on your health, career and your loved ones. As a Financial Life Planner, I help you bring awareness of your approach to financial decision-making, then you and I assess whether the course taken is working for you or needs a refresher. Once we clarify your values, goals, and needs, I will guide you throughout implementation and the progressions towards your destination.

About YOU

Whether you are a first-generation professional making more than your parents together or you come from generational wealth, managing money according to your personal values is not easy. Add to it any career changes, a new family or new responsibilities for your elderly parents and it may become overwhelming. You could be 30, 50 or 70 and starting a new cycle in life. You want to gain clarity and confidence in your choices. I can help you find the right decision for you. Together we can trace the map and make adjustments for you as life changes.

In my coaching experience, sometimes we have to work on beliefs or upbringing stories that are not helpful to you. Bringing awareness of those stories can help you free your mind to healthier beliefs and behavior to gain better control of your financial future.

About Rosario

I am a Financial Life Planner and Coach who holds the CERTIFIED FINANCIAL PLANNING™ designation and professional certifications in Life Coaching and Financial Behavior Specialist®. I am a fiduciary and fee-only advisor and I act in your best interest at all times instead of being driven by the sale of financial products.

My years in the financial sector, including those as a Financial Adviser and Planner, made me aware that oftentimes the Adviser misses the personal touch of Life Planning. I believe that financial success consists of achieving personal meaningful goals. It is my commitment to provide this Life-Centered Financial Planning service to my clients.