Our process

First Meeting

In an initial meeting, we get to know you, your current situation, and your goals. Since we are working out an individual concept for you, it is important for us to find out to what extent you have already dealt with financial investments, what your financial framework is, where you would like to go financially in the long term, and what support you would like from us.

Planning

Now that we know you better, we evaluate all the information you have shared with us.
There is no one-size-fits-all approach, which is why we deal with every request and every life situation that comes our way very intensively and individually.
On the basis of the elaborated concept, we show you how you can best achieve your goals. We tailor the concept individually to you and your needs.

Implementation

When it comes to implementation, we decide together which path is right for you and get down to business. We will accompany you through the process of making the plan a reality and will be at your side for the entire duration so that you don’t lose sight of your goals and plans. Of course, this is all possible digitally and does not require any paperwork or trips to the post office.