Hi, I’m Monica F.R.
I help individuals turn financial intention into lasting impact—through insight-driven consultations, purposeful portfolio design, and a strategy that aligns money with meaning.
I grew up in a family of entrepreneurs and developed a passion for business. I love working with business owners and families to help them prepare for their financial future. I believe financial health is just as important as physical and mental health. Talent alone does not necessarily equate to a profitable business, and a profitable business doesn’t always lead to personal health or fulfillment. However, having a clear plan and the guidance to execute your vision can help focus your energy where it matters most.
My team and I implement strategies to build your financial roadmap, allowing you to focus on living a fulfilling life with purpose. People are living longer in retirement, which is why preparing ahead is crucial to mitigate potential setbacks such as market risk, inflation, healthcare costs, and longevity.
Experience
Years of strategic consulting experience
20+
Client Satisfaction
Average review rating
4.9★
Growth Impact
Average growth post-consultation
3x ROI
Retention Rate
Client retention and repeat rate
95%
Let’s Build Your Financial Future Together
With a background in branding, strategy, and personal development, I offer thoughtful, insight-driven financial consultations and customized portfolio design. I work with individuals who are ready to align their money with their mission—whether that means growing a business, building long-term wealth, or planning a legacy. If you're ready to take the next step, let’s connect
Why Monica FR?
With a background in branding, strategy, and personal development, I bring a unique lens to financial advising—one that combines practical planning with purpose-driven strategy. I help entrepreneurs, families, and individuals align their money with their mission through personalized consultations and tailored portfolio design. If you’re looking for a thoughtful partner who sees the big picture, I’m here to help you build not just wealth—but a life of meaning
Services Highlights
Comprehensive financial planning to grow and preserve wealth over time, including retirement planning, goal-setting, and tailored portfolio management.
Strategic asset allocation across stocks, bonds, and alternative investments to manage risk and build resilience against market fluctuations.
Designing portfolios that generate reliable passive income through dividends, interest, and capital gains.
Aligning money with personal values, life goals, and mission—especially for entrepreneurs and families seeking a purpose-driven approach to wealth.
Risk-managed strategies for short-term trading and speculative investments, guided by market trends and individual risk tolerance.
