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 in Financial Planning?
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 your portfolio's projected development
Creating a Long-Term Financial Plan
Consolidating all elements into one, comprehensive plan, with simple, easy to follow steps, which will serve as your road map in the coming years
Typically 3-5 meeting
Online or in-person
110 EUR (+VAT) per hour
The Details
Take control over your financials
By going through this process, you'll gain insights into your current and future financial status, and get the opportunity to take control.
Set your own goals, and make sure you do already now what is needed to secure your financial future.
Subscribe to the newsletter
I write about investing, building wealth, and understanding the financial system in Germany