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.
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.
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.
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.
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.