150 min. • 400 EUR
A holistic assessment of your current financial situation and future goals, resulting in a detailed roadmap for achieving financial security. This service includes analysis of income, expenses, assets, and liabilities, along with personalized recommendations for savings, investments, insurance, tax strategies, and estate planning. Regular reviews ensure your plan evolves with your changing circumstances, providing you with ongoing guidance and peace of mind for all aspects of your financial life.
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