Support that fits your financial life
Start with one question, build a complete plan, or stay supported as life changes. Clear fees and an agreed scope help you know what to expect. Package sessions last 45 minutes, giving us focused time to work through your questions.
Start with a conversation
Free discovery call · 20 minutes
Discuss your situation, the questions on your mind and whether working together feels right. We’ll recommend the appropriate support and explain the fee before you commit.
1. Financial Clarity Session
CHF 395 · one focused question
For a specific decision or concern: a pension question, a change in income, or where to begin.
- A short questionnaire and review of relevant information.
- Two 45-minute consultations.
- A concise written action list.
- One follow-up email exchange within 14 days.
Your outcome: a clearer understanding of your question and practical next steps.
Where the question requires a broader review, we agree the scope before booking.
2. Personal Financial Plan
CHF 2,100 · your financial picture, brought together
For clients who want to understand their position, connect their priorities and develop a practical plan.
- A structured fact-finding process.
- Review of the financial information agreed within scope.
- Six 45-minute meetings covering your position, options, action plan and implementation.
- A written financial roadmap with priorities and next steps.
Your outcome: a coherent plan and a clear order of action.
Pay in full or in three instalments of CHF 700. Complex circumstances receive a separate fixed-fee proposal before work begins.
Your six steps to financial clarity
- Understand what matters to you.
- Bring your financial picture together.
- Identify gaps and explore your options.
- Build your personal financial roadmap.
- Turn the plan into next steps.
- Check progress and look ahead.
The Personal Financial Plan includes six 45-minute meetings, supported by preparation and analysis and your written roadmap. We work through these stages at a pace that fits your circumstances, with implementation and progress reviewed within the six sessions.
Explore the full six-step approach.
3. Ongoing Financial Partnership
CHF 195 per month · available after completing your plan
For clients who value regular guidance as life and priorities change. Creating your Personal Financial Plan is a separate service and fee.
- Two 45-minute review meetings per quarter.
- An annual refresh of the existing roadmap.
- Up to 30 minutes of between-meeting support per month, with replies within three working days.
- Additional work agreed and priced separately.
Your outcome: regular attention, accountability and support in keeping your plan relevant.
Minimum commitment: two quarters (six months), including four 45-minute meetings. After that, the partnership continues monthly with 30 days’ notice. Unused support time does not roll over.
Not sure which option fits?
You don’t need to choose before we talk. Start with a free discovery call.
Common questions
Do I need everything organised? No. We discuss what information will help and take it step by step.
Can we meet online? Yes. Consultations are available online or in person by arrangement.
Do I need to change banks? No. You can keep your existing accounts, pensions and investments.
What if I need specialist advice? We agree the scope of our work and discuss when legal, tax or other specialist input may be needed.