Consulting process​​

How does your consulting process work?

We usually have three in-depth appointmens (approx. 1h), which take place either via Zoom. Here we discussed your financial goals and develop an investment plan which suits to your current situation.

Step 1

Goal Setting​

In the first meeting we get to know each other better and talk about your financial goals. For this purpose, we analyze your current financial status in order to be able to create an individual financial plan for you.

Step 2

Financial Plan

In the second meeting we will present you your financial concept and show you step by step how to optimize and improve your financial situation.

Step 3


In the third meeting we will answer all your questions and make sure that you fully understand what and why we made certain decision about your finances.

Step 4


In the fourth meeting, we take care of the implementation so that you are optimally positioned financially from now on and achieve your financial goals most efficiently.


Frequently asked questions

The entire consulting process is completely free of charge for you.

Here we distinguish between one-time payments and monthly savings plans.

A one-time payment makes sense for us from 30.000 euros. For the monthly savings plans, there should be a monthly surplus of at least 1000 euros per month.

Yes! As a financial broker we only work on behalf of our clients.

We are not bound to any products, banks or insurance companies and can therefore offer you an objective overview of all existing products.

Our consulting services are mainly addressed to employees, self-employed persons and entrepreneurs.

However, we also offer special financial coaching to master’s or PhD students in order to optimally prepare their entry into professional life.

We completely waive costs that are customary in the industry, such as issue surcharges, kick bags, or provider-oriented commissions.

Should we decide to work together after several consultations, we will receive 0.6% p.a. of the invested capital.

Get a 1:1 appointment

Get professional and independent advice on your finances.