Tailored Financial Insights to Propel Your Business Forward
Unlock the potential of your business with FinStride Advisory — your partner in crafting bespoke financial strategies.Explore cutting-edge financial analysis with personalized service to propel your growth and secure your financial future.At FinStride, the name of the game is empowering your decisions with clarity and insight, ensuring every financial step is a stride towards success.Get ready for a journey to financial excellence and experience the bespoke difference that sets us apart
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About Me
Welcome to FinStride Advisory, founded by Erick Pérez, a finance professional with a rich background in derivatives trading and a keen understanding of financial markets.My journey began with a Bachelor's degree in Finance and has evolved through my current pursuit of a Master's degree at MIT in the same field.My experience as a derivatives trader at a major bank in Mexico and as an options trader managing personal investments has honed my expertise in financial analysis and market strategy.I founded FinStride with a mission to bring this level of expertise to SMEs, who often lack access to nuanced financial guidance.Here, we provide the insights and strategic support to navigate the complexities of finance, empowering your business's growth and stability.
How We Can Help
At FinStride Advisory, we understand that each business has unique financial needs. That's why we offer foundational service sets that are just starting points – we're committed to tailoring our services to fit your specific financial goals and challenges
Basic-Financial Essentials
Ideal for startups and small businesses seeking foundational financial guidance. Includes essential services such as basic financial analysis, monthly financial reporting, and budgeting support.
Monthly financial statement preparation (Income Statement, Balance Sheet, Cash Flow)
Basic financial analysis and budget creation
Email support for financial queries
Starting at $400 USD per month
Standard - Strategic Financial Management
Designed for growing businesses needing comprehensive financial oversight. Offers detailed financial analysis, forecasting, and one-on-one advisory sessions.
All services from the Basic tier
Detailed variance analysis and quarterly financial forecasting
Monthly one-on-one advisory calls or meetings
Starting at $850 USD per month
Get in Touch
We’re here to help you navigate your financial journey. Reach out to us for any inquiries or to schedule a free consultation.
Privacy Policy for FinStride AdvisoryFinStride Advisory respects your privacy. This policy outlines how we handle the personal information you share with us.Information Collection:
We collect only essential information: your name and email address, specifically for booking consultations and addressing your service inquiries.Use of Information:
Your information is used solely to facilitate the consultation process and to tailor our services to your needs.Data Security:
We prioritize protecting your personal data from unauthorized access.User Rights:
You have the right to access, modify, or request deletion of your personal information.Contact Information:
For any privacy-related questions, please contact us at support@finstride.coEffective Date:
This policy is effective as of January 19th, 2024