Financial Planning gives peace of mind and a sense of security. Financial Planning from Your Financials starts with an analytical description of your current situation. It makes all aspects of your finances clear. The most important aspect are your personal wishes and goals. Consider, for example, wishes to buy another home, make large expenditures or work less. Matters that have a major influence on your finances and for which an analysis of your personal situation provides “insight through overview”.
- How will I be doing when I retire?
- Can I retire earlier?
- What income will my partner have after my death?
- What income will I receive if I become incapacitated for work?
Then follows our advice how you can adjust your finances in such a way that your wishes can be fulfilled as much as possible and to discontinue or obtain certain financial products.