Would you like to find out more about our services or arrange a personal consultation? We are at your disposal. Whether by phone, e-mail or via the form: We will get back to you as soon as possible.
Do you still have questions? If you need further information, we are always available for a personal meeting.
Our advice is provided in three clearly structured steps:
Goal clarification & introduction
Analysis of your current financial status
Creation of an individual financial plan
Each step is coordinated and tailored to your personal situation.
The consulting costs are estimated individually. Billing is on an hourly basis at a rate of €195 (incl. VAT). You will receive a transparent cost estimate in advance.
Our advice is aimed at private individuals, the self-employed, retirees and families who want to gain clarity about their financial situation, structure their assets or build up or safeguard their assets in a targeted manner.
No, there is no long-term commitment. You decide after each step whether and how you would like to continue working with us.