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Financial Planning for Women


Empowering you to be financially secure

The world of finance was traditionally shaped by men for men.
However we have our own values and needs.
As independent financial planners for women, we are focusing on the specific needs of women, such as:

  • wealth creation and management

  • life events

  • retirement planning

Our goal is to provide you with clarity, choice and security for your financial matters so you can focus on the real adventures of life.

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Home: Welcome

"As a female financial planner Keren understands the issues women face throughout their careers such as starting a family and trying to find the perfect work/ home balance. Keren empowers women to understand all their options and make their own financial decisions."

Yasmina R. Zug

Finance has always seemed `abstract` to me and I genuinely did not think that having an expert like Keren-Jo Thomas would change my financial situation much but I now wish I had crossed her path years ago.  I had no idea I  could literally save thousands of francs per year.  I have been an expat in Switzerland for 10 years and was not aware there were solutions to better manage my finances and especially save money.  I highly recommend and thank Keren again for her expertise and her holistic view on tailoring solutions to fit my particular needs.

Stephanie A, Zug

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