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PortoVision Advisory
Our Approach
Build with confidence. Advisory services that save you time, money, and headaches
Boss Moves Coaching
149.00
Ops, Cash Flow & Growth Strategy
Need clarity on entity, revenue, staffing, systems?
What’s Included
- 60‑min strategy session (Zoom).
- Business health snapshot (entity, $, ops).
- 90‑day priority map.
- Banking / payments / bookkeeping check.
- Funding readiness notes (credit, docs, timing)
- Follow‑up summary + next steps.
- Option: recurring sessions.
You Provide: Current entity, revenue ballpark, top pain points.
Mortgage services optional; disclosed separately Patty Porto NMLS 275265
Boss Moves Coaching
399.00
- 1:1 Strategy Sessions (Zoom or Phone)
- Business Structuring Advice (LLC, Licensing, Compliance)
- Marketing & Branding Breakdown
- Lead Generation Blueprint
- Automation & Operations Mapping
- Funding & Credit Building Tactics
Boss Moves Coaching
749.00
Monthly Mentorship (4 sessions + chat support)
- 1:1 Strategy Sessions (Zoom or Phone)
- Business Structuring Advice (LLC, Licensing, Compliance)
- Marketing & Branding Breakdown
- Lead Generation Blueprint
- Automation & Operations Mapping
- Funding & Credit Building Tactics
REI Power Sessions
175.00
- Deal Analysis (Fix & Flip, Buy & Hold, DSCR, Ground-Up Builds)
- Market Research Guidance
- Investor Pitch Review
- Exit Strategy Planning
- DSCR Loan & Creative Financing Coaching
- Marketing & Branding Breakdown
- Lead Generation Blueprint
- Automation & Operations Mapping
- Funding & Credit Building Tactics
REI Power Sessions
475.00
- Deal Analysis (Fix & Flip, Buy & Hold, DSCR, Ground-Up Builds)
- Market Research Guidance
- Investor Pitch Review
- Exit Strategy Planning
- DSCR Loan & Creative Financing Coaching
- Marketing & Branding Breakdown
- Lead Generation Blueprint
- Automation & Operations Mapping
- Funding & Credit Building Tactics
REI Power Sessions
699.00
Monthly Mentorship (4 sessions + deal reviews)
- Deal Analysis (Fix & Flip, Buy & Hold, DSCR, Ground-Up Builds)
- Market Research Guidance
- Investor Pitch Review
- Exit Strategy Planning
- DSCR Loan & Creative Financing Coaching
- Marketing & Branding Breakdown
- Lead Generation Blueprint
- Automation & Operations Mapping
- Funding & Credit Building Tactics
Build Boss Mentorship
199.00
- Budgeting & Scope Management
- Gantt Chart Creation & Job Flow
- Subcontractor Management Advice
- Cost Control Systems
- Permit, Inspection, and Draw Scheduling
Build Boss Mentorship
549.00
- Budgeting & Scope Management
- Gantt Chart Creation & Job Flow
- Subcontractor Management Advice
- Cost Control Systems
- Permit, Inspection, and Draw Scheduling
Build Boss Mentorship
749.00
Monthly Mentorship (4 sessions + checklists/templates)
- Budgeting & Scope Management
- Gantt Chart Creation & Job Flow
- Subcontractor Management Advice
- Cost Control Systems
- Permit, Inspection, and Draw Scheduling
Get hands-on help fast. One-day, deep-dive strategy intensives via Zoom or in person (Houston only).
Mortgage loan origination services are offered separately by Lency Patricia “Patty” Portocarrero, Residential Mortgage Loan Originator (NMLS #275265), through Loan Factory, Inc., Licensed Mortgage Broker (NMLS #320841), Texas. Use of mortgage services is optional; you may obtain financing elsewhere. Not a commitment to lend; all loans are subject to credit, underwriting, investor guidelines, and acceptable collateral. See Texas Consumer Complaint Notice.