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Financial Planning for Women in Switzerland

Gain clarity, confidence, and control over your money.
Independent, unbiased financial planning designed for expat women

navigating live in Switzerland

Services
Independent, Unbiased Guidance

 

As an independent financial planner, I don’t sell financial products and I don’t receive commissions.
That means my only priority is you — your goals, your comfort, and your peace of mind.

You are free to keep your existing bank accounts, investments, or pension plans. My role is to help you see the bigger picture — to understand how everything fits together and to make confident decisions that serve your life and values.

I provide clear, honest advice that’s free from pressure or bias, so you can feel secure knowing that every recommendation is made with your best interests at heart.

Crop close up of economical woman work on laptop at home pay bills taxes on gadget online,

Why Keren-Jo Thomas

Independent. Experienced.
Here for you.

I provide personal, independent financial guidance - free from banks, commissions or sales goals. My advice is 100 % focused on your interests, not on selling financial products.You keep your own bank, pension, and investments. I help you see the whole picture, so you can make confident, value-based decisions.

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When Life Changes, Get Financial Clarity

Family: Marriage, Separation, Children at Uni, Caring for aging Parents

Profession: Career Break, Starting Own Business, Pension, Retirement

Personal: Relocation, Real-Estate

Investments: Pension Lumpsum, Savings, Portfolio Split

Every life event brings new financial questions - together we will find answers

so you stay secure, informed and in control.

How it works:

  1. Free Discovery Call

  2. Fact Finding

  3. Personal Plan

  4. Ongoing Support

"Keren-Jo gave me clarity and peace of mind.
For the first time I understand my Swiss Pension"

Sophie B., Zug

What clients say...

Nothing speaks louder than the experiences of women who have taken control of their financial future. Hear from clients who have gained clarity, confidence, and peace of mind through personalised financial planning. Their journeys show what’s possible when you have the right support and guidance.

"Before connecting with KJ, I grasped the importance of financial planning but found myself overwhelmed by the scale of the task. Amidst an acrimonious divorce, safeguarding my and my daughter's future consumed much of my attention and energy.  KJ offered invaluable support and empathy, helping me concentrate on overall objectives while addressing individual financial aspects as they arose, rather than succumbing to the pressure of tackling everything simultaneously.  With a wealth of knowledge, she patiently explained options, considering both my British background and early career as well as my current situation in Switzerland. What stood out was her genuine concern for my well-being, often advising caution instead of pushing for immediate action, unlike other advisors I've encountered. I wholeheartedly recommend KJ to anyone seeking financial guidance, particularly women and expatriates, given her insightful understanding of our unique challenges and concerns."

Alison M.

"Before seeking Keren-Jo’s services, we felt lost and confused about our finances, especially after years of international living. Having children motivated us to gain clarity on our financial future. Keren-Jo’s holistic, structured approach reframed our view, making finances a tool for achieving our goals. Her knowledge of Swiss and UK systems was invaluable, allowing us to make informed decisions. Thanks to Keren-Jo, we now confidently plan for our family’s future. Highly recommend!"

Sarah K.

"It has been a pleasure to work with Keren. She is very knowledgeable in this area and it has been eye opening to reflect on my unique financial situation and also be more aware of what to look for with regards to financial products, costs and the implications. I recommend Keren to anyone who would like more clarity of their own financial situation."

Aneeqah D.

Flexible Financial Planning: Choose the Plan That Fits You Best

Every woman’s financial journey is unique, which is why I offer three flexible ways to work together. Whether you prefer ongoing support, a structured step-by-step programme, or guidance as needed, there’s an option that fits your lifestyle and financial goals.
No matter where you are in your financial journey, you deserve expert advice that works for you.

Let’s find the right fit and take the next step together!

1

Starter
CHF 295
 

For women who need fast help with one specific topic such as pension, unemployment, divorce.

Scope

  • Discovery call: What is your situation?

  • 90 mins consultation (Zoom or in person)

  • Personalised action list and resources
     

2

Core
CHF 695

For women who need clarity on budgeting, pension, unemployment or relocation.​

​Scope

  • Discovery call

  • Fact finding

  • Two 90 minutes structured sessions

  • Financial road-map

  • 15 mins follow-up

3

Prime
CHF 1895

For women who want a complete transformation - mindset, structure and strategy for lasting success.

Scope 

Subscription

Quarterly CHF 525

min. 12 months

For woman who want a complete transformation - mindset, structure and strategy for lasting success on an ongoing basis.
Your financial life coach.

Scope: 

  • The Six Steps to Financial Empowerment Programme

  • Workbook and template

  • Email support

  • Quarterly reviews

  • Optional family / partner session

Your Financial Empowerment starts here:

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