Financial Planning

This process covers all aspects of your financial life: income and expenses, existing investments, estimated pension allowance and any major financial events.

Our goal would be to layout a plan which you can then follow for years and years, letting you take control of your financial life.

What's Included?

Analyzing Your Current Status

As a first step, creating a snapshot of your financial status: income and expenses, existing investments and liabilities

Creating an Investments Plan

Defining concrete saving and investments goals, and creating a clear investment plan and a detailed forecast of that portfolio's development

Consolidating All of Your

By defining concrete saving and investments goals, I'll create a clear plan which include your future deposits into your own portfolio, and a detailed forecast of that portfolio's development