Lucas Gil
Welcome — I’m so glad you’re here!
When we meet, my goal is to make our time together focused entirely on you — your goals, challenges, and opportunities.
These conversations are designed to be open, collaborative, and productive.
Please come prepared to share what matters most to you right now, and don’t worry about making things “perfect” — this is a space for honest discussion and creative thinking. Together, we’ll identify the best next steps to help you move forward with clarity and confidence.
I look forward to connecting with you soon!
- Mutual Funds offered through Monarch Wealth Corporation -
Let’s Connect!
A relaxed, get-to-know-you conversation to see what you’re working toward and how I can help. No hard pitch, just clarity and direction.
- 20m
Working Session
This is where we roll up our sleeves. We’ll dig into your goals, challenges, and create a clear plan of action. You’ll leave with insight and next steps — no fluff.
- 45m
Check-In Call
A quick touchpoint to stay aligned, track progress, and make sure things are moving in the right direction.
- 30m