Concept

Mutual trust

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When it comes to business and finance, one point is particularly important: mutual trust. In an initial meeting, we first get to know each other personally and work out your personal, professional and economic goals together.

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Personal economic plan

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If, after the first meeting, we come to the conclusion that further cooperation is desired on both sides, I will work out your personal business plan for you based on the information from the first meeting. I will present this to you in a separate follow-up appointment. The first step has been taken and the basis for your future has been created. You are now optimally positioned for your current life situation.

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Long-term care

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This is followed by the most important phase: long-term and regular support. Whenever something changes in your life, your business plan adapts. You will receive the latest information from me on a quarterly basis. Through our regular exchange, the corresponding adjustment screws in your business plan are adjusted promptly. In this way, your overall economic planning will still optimally suit you many years after the foundation stone was laid.

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Free advice

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As is well known, the best comes at the end: There are no costs for the initial consultation. In the course of further cooperation, I will not charge you for consultation and update appointments.

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