National patrimonial guidance program

Your household finances ready for new challenges

Educational materials and practical guides so Mexican families understand their resources, evaluate available benefits and plan the future with calm.

  • Educational content
  • Tailored to Mexican families
  • Free to register

We do not provide financial services. Educational materials only.

MEXICO
Nexotariomx
Est. 2019 · CDMX
Active civil registration
Head office in Mexico City
Materials reviewed in 2026
Content in Spanish and English
Program pillars

New opportunities to strengthen your patrimony

We work on three complementary fronts so every household receives clear, pressure-free guidance written in everyday language.

Public benefits and support

Did you know you may be entitled to financial support from the government? We help you identify programs, requirements and active procedures for 2026.

Explore benefits

Personal financial literacy

Learn how to improve your personal finances step by step: budgeting, saving, debts and household planning.

Open the guide

Guidance and accompaniment

Experts help you plan your financial future with printable materials, spreadsheets and informational sessions.

Book a session
Our mission

Discover solutions built for your growth

Nexotariomx was founded in Mexico City in 2019 with a simple conviction: financial information must be accessible, respectful and useful for any household, regardless of income level.

We collaborate with certified financial counsellors, public accountants and social workers to produce materials that respect the Mexican reality: informal economy, remittances, social security and state benefits.

Each guide is refreshed during the current fiscal year and goes through editorial review before publication. Our goal is not to sell financial products, but to help you understand the ones that already exist.

38,412
Households guided since 2019
217
Materials published and reviewed
31
Mexican states covered
96
Info sessions per month
How we work

Build a stronger financial foundation

A four-step journey to move from confusion to a clear plan that respects your real situation.

  1. 01

    Initial diagnosis

    You answer an educational questionnaire with general data about your household. We never ask for banking details.

  2. 02

    Tailored materials

    You receive a curated selection of guides, templates and videos adjusted to your life stage and state of residence.

  3. 03

    Informational session

    A counsellor walks you through a clear conversation to answer questions and organise priorities.

  4. 04

    Annual review

    Every year we send you an update with regulatory news, active benefits and recommended adjustments.

Program voices

Real stories, told with calm

Testimonials collected during 2025 in on-site and online workshops, published with written consent from every participant.

“I had never understood how my payslip worked until I read the guides. Now my husband and I review everything together each month.”
Laura MendozaRetired teacher · Puebla
“They helped me identify two federal benefits I was actually entitled to. The paperwork was long, but the accompaniment was patient.”
Ricardo SalinasSmall business owner · Monterrey
“The spreadsheets are simple and useful for the whole family. My daughter is already using them to plan her first apartment.”
Silvia OrtegaNurse · Guadalajara
Important notice

Educational materials, not investment advice

Nexotariomx does not provide financial services, does not raise funds from the public and does not offer investment products. All published content is strictly educational.

Any decision about savings, credit, investment or insurance should be verified with a financial institution regulated by the competent Mexican authorities.

  • We do not provide financial services.
  • Educational materials, not investment advice.
  • Potential return adjusted for risk.
Contact

Write to us and receive clear guidance

Fill out the form and a counsellor will reply by email within roughly 48 business hours. We do not share your data with third parties.

By submitting you accept our privacy notice.