Personal guidance. Clear explanations. Space for your questions.

Hello, I’m Keren-Jo

I provide personal, independent financial guidance for women living in Switzerland. My work is about helping you understand your financial picture and feel better equipped to make decisions about your future.

You may be starting with one specific question, facing a significant change, or wanting to bring everything together. Wherever you begin, we take it one step at a time.

A collaborative approach

We start with your circumstances and what matters to you. I explain financial topics in plain language, help you explore your options and work with you to identify useful next steps.

Independent advice

I don’t sell financial products or receive commissions. You are free to keep your existing bank accounts, pensions and investments. My role is to help you see how the pieces fit together.

Professional qualification

Diploma for Financial Advisers (DipFA), LIBF.

Based in Zug

Consultations are available online or in person by arrangement. We can discuss what works for you during your discovery call.