Taking control through life and financial planning

Welcome to your path to freedom and security! 

It’s crazy to be worried about investment before you’ve decided where you want to go. That would be like arguing over whether you should take a plane, train, or automobile on a trip before you’ve even decided where you’re going!

So, if you want to become a financially empowered woman, the best thing you can do is take time right now to dig deep and look at your finances and map out your goals.

During my one-to-one planning programme, we work together to identify exactly where you are now, how you got to where you are now, and more importantly where you want to get to in the next 5, 10, 15, 20 years.  

What is it you want to do between now and the day you die?  

Perhaps your goal is to… 

• Start your dream business

• Privately educate your children

• Buy a property as an investment or to live in

• Plan for retirement, early retirement or taking a much longed for sabbatical

Life is not a rehearsal and precious time is slipping away! I’ll help you identify exactly what sort of life you want to live, and the type of lifestyle you want to enjoy.

Then when we know what you want to achieve, we begin the financial planning.  

Together we’ll identify all the financial resources available to you now, all the resources becoming available to you in the future, and more importantly the resources that you might NEED to become available to satisfy the needs of your life plan.

We’ll review your budget, help you make sense of your pensions, and look at what investments you have in place and how they’re performing, as well as what state pensions you’re eligible for, if any.

This programme has been designed with women’s needs in mind, to help you feel confident about managing your finances, and particularly if you’re an expat woman who has pensions and other assets in different countries.  

My role is to help you navigate through your financial matters as well as help you identify any blind spots you might be missing. 

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I’m fed up with hearing within the financial community that women are a waste of time when it comes to building wealth and managing financial matters. The reality, however, is that you just simply want to be spoken to in a language that you understand and not patronised and made to feel bad about your financial position. Sadly this is an experience a lot of women have when they go to the banks here in Switzerland.

The charge for this programme is 895 CHF plus 7.7% VAT and it’s worth every franc because it’s packed with so much practical value.

If you’re ready to tap into my 30-years of professional financial experience, raise your confidence and create a clear financial plan for your life, get in touch and let’s get started.

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Putting your plan into action

So, what’s the next step after you’ve got clear on your life and financial plan? 

Out of the planning, a process naturally comes into focus – an investment focus, a savings process, a process for making decisions about how much insurance to have, are just a few examples.  

The key piece is that everything is built on the foundation of your plan. 

From this foundation we define your investment process and, IF needed, we’ll find products and investments to populate your plan. This is how you make smart decisions with your money. 

Not everyone will need additional products and investments to reach their financial goals. But if you do, you can rest assured that anything I recommend is first based on understanding your individual plan and what you’re trying to achieve, and not just because it seems like a good idea at the time! 

IF there are any additional fees on top of the 895 CHF already charged for the planning program, a new consulting agreement will be agreed between us. 

Please note that any recommended products and investments are only available to those living in Switzerland.