• 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 dive deeper into your personal situation to discover relevant life events and goals, both short and long-term, which will help us to bring focus to the planning process.

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

• Step#3: Budget Planning
  Establishing a solid budget is 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 life style 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 create your Financial Freedom, as well as drawing 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. Thereafter you have the option to take advantage of our financial planning experience at an hourly rate.

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