Keren-Jo Financial Planning for Women
What we do and how we work for your Financial Empowerment
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Keren-Jo Thomas Financial Planning
My aim is to empower discerning women in their prime as they navigate pivotal life events such as:
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separation
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international relocations
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retirement planning
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starting a new business
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life insurance and risk cover
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wealth creation
My mission is rooted in crafting personalised strategies that not only safeguard your wealth but also empower you to confidently embrace life's transitions. Recognising the unique nuances of women's financial journeys, my aim is to provide tailored guidance that transforms challenges into opportunities.
With a holistic approach,
I am devoted to ensuring that your financial future seamlessly aligns with your aspirations, offering clarity, resilience, and prosperity during life's transformative moments. Unlike other financial advisors, our client-centric focus prioritises your overall life circumstances for a comprehensive financial strategy that uniquely focuses on your interests.
My mission is to be more than just financial advisors; I strive to be your dedicated partner, supporting you in building a future that reflects your goals and dreams.
Your financial empowerment is my purpose, and I am committed to guiding you with integrity, empathy, and a relentless focus on your individual needs.
The Six Steps to Financial Empowerment
To achieve success, I have designed "The Six Steps to Financial Empowerment"
a one-to-one financial planning programme focusing on your needs as a woman.
The programme costs 1'895 CHF.
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 Empowerment. 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 Empowerment, as well as draw your attention to problematic areas, such as pension shortfalls, inflation, and taxes.
Step 5: Implementation
In this session, we will develop an action plan based on the steps defined during the previous meetings. This is your path forward to achieving Financial Empowerment.
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.
Book a free discovery call today and let’s discuss
your life situation and financial goals
My email contact:
Specific financial consulting services
Following the Six Steps to Financial Freedom, new challenges and life events will inevitably arise for all of us.
That's why I offer specific financial consulting services on a time basis.
These are some of the areas in which I specialise:
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Review of existing investments
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Comprehensive budget review
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Buying a house in Switzerland
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Going through a divorce
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Organising your financial documents
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Making a will
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Managing debt
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Career changes
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International relocation
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Family and education planning
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Plan or review Life Insurance and risk cover
To provide ongoing one-to-one support, these services are offered to clients at an hourly rate of 190 CHF.
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