Details.
A holistic financial concept focused on your wishes and goals, covering saving, investments, insurance, retirement planning and other financial topics. Includes analysis of your current financial situation, discussion of short and long term goals, preparation and presentation of an individual financial and retirement plan, implementation of savings and retirement objectives, and ongoing support. Appointments can take place at your home, at the office or online. No direct costs arise within the financial coaching; commissions may apply if contracts are concluded and are included in the prices of the financial and insurance products.