Advisory process
Our commitment to you
Our consulting is done by using a holistic and structured approach. Your needs, expectations and wishes are the focus.
Contact & Preparation
When making the appointment, we will ask you to prepare certain documents and send them to us before the first meeting if necessary.
Appointment & Needs Analysis
Our goal at the first meeting is to determine your needs and create a financial plan that will serve as our guide.
Concept & Solution Proposal
After analyzing the data collected and the documents submitted at the first appointment, we will prepare a solution concept for you. We will contact you for a second appointment and present your personal financial plan to you, which you can use to understand your current and future situation. We will always try to optimize your financial situation with innovative suggestions.
Implementation & Support
We support you in the implementation of the jointly developed concept and continue to advise you in a sustainable and long-term manner
