Details.
A holistic financial coaching service covering savings, investments, insurance and retirement planning. The consultation focuses on your situation, wishes and goals, with a personalised cross-sector financial concept, implementation of savings and retirement goals, and ongoing support for financial questions. Initial and follow-up consultations take approximately 90 minutes and can take place at home, at the office or online. For preparation, bring your current payslip and an overview of your existing insurance contracts and other financial and retirement products if possible. There are no direct costs for the financial coaching. If contracts are concluded, commission is included in the prices of the financial and insurance products.