Initiation Call: Your journey begins with an initial call to understand your immediate concerns and set the foundation towards Financial Freedom. We will also review the consulting agreement.

Step #1: Life Events and Goals
We will delve deeper into your personal situation to discover relevant life events and goals, which will help us bring focus to the planning process. We will identify short-term and long-term financial goals, considering both personal and professional aspirations.

Step #2: Fact-Finding
To prepare for the financial plan, we will establish current revenue and expenditures, assets and liabilities, pensions, life insurances, and any other financial commitments and information.

Step #3: Budget Planning
Establishing a solid budget is a key factor for Financial Freedom. We will work together with the help of a budget planning tool. The goal is to match your finances to your lifestyle and financial goals.

Step #4: Financial Planning Process
This step will focus on analysing your financial situation and creating your personal financial plan. This plan will reveal the steps needed to achieve your Financial Freedom, as well as draw your attention to problematic areas, such as pension shortfalls, inflation, and taxes.

Step #5: Implementation
In this meeting, we will develop an action plan based on the steps defined during the previous meetings. This is your path forward to achieving Financial Freedom.

Step #6: Support and Review
We cannot predict our future. Your goals and circumstances may change. This is why we include support and a review during the first year.