​Find out how we've become a leader in financial advice

A story of financial freedom
Monica and Lidieth have a shared passion: helping people achieve financial freedom. After years of working in finance, they came together and created a financial advisory firm specializing in helping people achieve their financial goals. During the last five years, they have advised many people so that they can improve their finances and achieve their goals. Through their work, Monica and Lidieth have shown that it is possible to achieve financial freedom through financial advice.
Lidieth Cascante Villalobos
I am Lidieth, a financial professional with more than a decade of banking experience in various institutions in the country. During this time, I had the opportunity to understand what clients needed and how, through my advice, they could achieve their personal and business goals. I have had the opportunity to work with different types of businesses, including solidarity associations, SMEs, public institutions and private clients.
I established a relationship of trust with each of them to accompany them in their financial processes. Currently, I have been working on my own personal project for two years, where I offer my professional skills to my clients. My services include advice on the sale and rental of properties, investment, loan placement, financial talks, asset restructuring and support in financial analysis. I am committed to the success of my clients and I always look for the best solution for each of them.


Monica Quesada Guzman
Monica is a consolidated professional in the financial, administrative and accounting area with more than 20 years of experience in regional and national companies. Business administrator with an emphasis in Finance, she has solid experience in financial and administrative positions such as Chief Financial Officer, Treasury Manager, and Assistant Vice President of Finance and Treasury in the Manufacturing, Banking, and Finance segments. Mónica has complemented her studies with postgraduate degrees with an emphasis on finance and global business and digital transformation.
He has coordinated projects for the definition, generation and formation of strategic plans and their indicators (KPIs), due diligence processes, acquisitions, mergers, treasury, budgets, inventories, managing and directing business units, countries and regions with procedures. He has experience in national and international banking relations, non-traditional financing instruments and high-level negotiations. He also has experience in project costing systems, inventory control, fixed assets, regional negotiation with banks and international financial institutions, structuring with banks in the accounting part such as import accounts, taxes, income statement (P&L) for Central American markets. . Monica is a professional with a high analytical capacity, a sense of urgency and great adaptability.