{"id":4613,"date":"2026-05-14T13:13:39","date_gmt":"2026-05-14T11:13:39","guid":{"rendered":"https:\/\/yourfinancials.nl\/?page_id=4613"},"modified":"2026-11-05T15:27:45","modified_gmt":"2026-11-05T14:27:45","slug":"wealthplan","status":"publish","type":"page","link":"https:\/\/yourfinancials.nl\/en\/wealthplan\/","title":{"rendered":"Wealth Plan"},"content":{"rendered":"<div class=\"et_pb_section_0 et_pb_section et_section_regular et_block_section\">\r\n<div class=\"et_pb_row_0 et_pb_row et_block_row\">\r\n<div class=\"et_pb_column_0 et_pb_column et_pb_column_4_4 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\r\n<div class=\"et_pb_text_0 et_pb_text et_pb_bg_layout_dark et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><h1>Wealth plan<\/h1>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_row_1 et_pb_row et_flex_row\">\r\n<div class=\"et_pb_column_1 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_1 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><p><strong>Thoughtful decisions about your wealth and investments<\/strong><\/p>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_section_1 et_pb_section et_section_regular et_block_section\">\r\n<div class=\"et_pb_row_2 et_pb_row et_flex_row\">\r\n<div class=\"et_pb_column_2 et_pb_column et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_2 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><h2><strong>Peace of mind and direction in\u00a0<\/strong><strong>decisions about your wealth<\/strong><\/h2>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_3 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\">Decisions about wealth are rarely purely rational. They're also about what suits you, how much risk you're comfortable with and how your money supports the life you want. A wealth plan brings clarity \u2013 not by chasing \u201cmore\u201d, but by focusing on what's right for you.<\/p>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_row_3 et_pb_row et_flex_row\">\r\n<div class=\"et_pb_column_3 et_pb_column et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_4 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><h2 class=\"MsoNormal\"><b>Wat is a wealth plan?<o:p><\/o:p><\/b><\/h2>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_5 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\">A wealth plan isn't just about where your money is invested, but about why: what is your wealth for, and how does it fit into your life? Using scenarios, we show you what today's choices mean for your future \u2013 and what happens if nothing changes.<\/p>\n<p>Without a plan, it's easy to make decisions on gut feeling. You may take on more risk than you need to, or find your money tied up just when you need it.<\/p>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_6 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p>Together, we look at:<\/p>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_7 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><ul data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"3 3 []\">\n<li>your current wealth and how it's structured: savings, investments, <a href=\"https:\/\/yourfinancials.nl\/en\/pensionplan\/\">pensions<\/a>, business assets and property;<\/li>\n<li>your short and long-term goals, such as financial independence, additional income, major purchases or passing wealth on to the next generation;<\/li>\n<li>how you feel about risk and uncertainty;<\/li>\n<li>your choices around saving, investing and wider investments, matched to your time horizon;<\/li>\n<li>a wealth strategy for now and for later.<\/li>\n<\/ul>\n<ul><\/ul>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_8 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p><strong>The outcome is practical<\/strong><\/p>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_9 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\">You'll know how much risk you actually need to take, how much of your wealth should stay accessible, which approach suits you (cash savings, investing yourself or discretionary management) and which choices will give you peace of mind, even when markets are volatile.<\/p>\n<p>If handing over the day-to-day management makes sense for you, we'll help you open an account with a wealth manager that fits your strategy, your budget and your preferences. We work with a small number of carefully selected firms and always present you with a suitable choice. You're free to choose a different route.<\/p>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_row_4 et_pb_row et_flex_row\">\r\n<div class=\"et_pb_column_4 et_pb_column et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_10 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><h2 class=\"MsoNormal\"><b style=\"font-size: 28px; background: #ffffff;\">How it works<\/b><\/h2>\n<\/div><\/div>\r\n\r\n<div class=\"et_pb_text_11 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 3 []\">We start with your situation and the questions on your mind, not with products. We separate what matters now from what can wait, and turn complex questions into clear choices. Your plan is an anchor, not a straitjacket. We're <strong>independent<\/strong> and don't receive commission from anyone.<\/p>\n<ol>\n<li><strong>Introductory meeting.<\/strong> We talk through your question and your circumstances, and agree which fee applies to you.<\/li>\n<li><strong>Proposal and agreement.<\/strong> We send you a proposal. Once you're happy with it, you sign the agreement online.<\/li>\n<li><strong>Your information.<\/strong> You share your details and documents online, step by step. We only ask for what's relevant to you.<\/li>\n<li><strong>First meeting.<\/strong> We discuss where you are now, and your hopes, wishes and plans for the future.<\/li>\n<li><strong>Analysis and plan.<\/strong> We bring everything together and prepare your wealth plan.<\/li>\n<li><strong>Advice meeting.<\/strong> We take you through your plan and agree your next steps.<\/li>\n<li><strong>Putting it into practice, if you wish.<\/strong> We help you open an account with the wealth manager that suits you.<\/li>\n<\/ol>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_section_2 et_pb_section et_section_regular et_flex_section\">\r\n<div class=\"et_pb_row_5 et_pb_row et_flex_row\">\r\n<div class=\"et_pb_column_5 et_pb_column et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_12_24 et_flex_column_12_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_12 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h2><strong>Netherlands only<\/strong><strong><\/strong><\/h2>\n<p><strong>\u20ac2,400 <\/strong>(incl. VAT)<\/p>\n<p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\"><strong>For anyone whose wealth, income and pension are all in the Netherlands.<\/strong><\/p>\n<ul data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"3 3 []\">\n<li>A review of your wealth and how it's structured<\/li>\n<li>Clarity on your goals, risk and time horizon<\/li>\n<li>Scenarios for saving, investing and wider investments<\/li>\n<li>A clear wealth strategy with a written summary<\/li>\n<li>Help putting it into practice, if you wish<\/li>\n<\/ul>\n<p><em><strong>Peace of mind through clarity:&nbsp;<\/strong><\/em><strong>you know what your wealth is doing for you and which choices suit you.<\/strong><\/p>\n<\/div><\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_column_6 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_12_24 et_flex_column_12_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_13 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h2><strong>International<\/strong><strong>&nbsp;&nbsp;<\/strong><\/h2>\n<p><strong>\u20ac3,000<\/strong> (incl. VAT)<\/p>\n<p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\"><strong>For anyone who also has wealth, income or a pension outside the Netherlands.<\/strong><\/p>\n<ul>\n<li>Everything in the 'Netherlands only' plan<\/li>\n<li>Overseas accounts, investments, property or inheritances mapped out<\/li>\n<li>How your Dutch and overseas wealth fit together<\/li>\n<li>Scenarios for moving abroad or returning home<\/li>\n<li>Liaison with specialists from our network<\/li>\n<\/ul>\n<p data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\"><strong>Peace of mind across borders: you know what your wealth is doing for you and which choices suit you.<\/strong><\/p>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_section_3 et_pb_section et_section_regular et_flex_section\">\r\n<div class=\"et_pb_row_6 et_pb_row et_flex_row\">\r\n<div class=\"et_pb_column_7 et_pb_column et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\r\n<div class=\"et_pb_text_14 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module\"><div class=\"et_pb_text_inner\"><p><em>\u201cI am very satisfied with the discussion around the options for a financial product. I now feel more at ease about what I can \u2014 and cannot \u2014 put in place. Having a reliable adviser makes a real difference and provides valuable support.\u201d<\/em><\/p>\n<\/div><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_section_4 et_pb_section et_section_regular et_block_section\">\r\n<div class=\"et_pb_row_7 et_pb_row et_block_row\">\r\n<div class=\"et_pb_column_8 et_pb_column et_pb_column_4_4 et-last-child et_grid_column et_pb_css_mix_blend_mode_passthrough\">\r\n<div class=\"et_pb_image_0 et_pb_image et_pb_image_sticky_phone et_animated et_pb_module et_flex_module\"><span class=\"et_pb_image_wrap\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Agnes-groen-202606_edited.jpg\" title=\"Agnes groen 202606_edited\" width=\"454\" height=\"455\" srcset=\"https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Agnes-groen-202606_edited.jpg 454w, https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Agnes-groen-202606_edited-400x401.jpg 400w, https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Agnes-groen-202606_edited-150x150.jpg 150w\" sizes=\"(max-width: 454px) 100vw, 454px\" class=\"wp-image-3727\" \/><\/span><\/div>\r\n\r\n<div class=\"et_pb_text_15 et_pb_text et_pb_bg_layout_dark et_pb_module et_block_module et_pb_text_align_center\"><div class=\"et_pb_text_inner\" data-et-mv-hidden-phone=\"true\"><h2 data-lfile-container=\"45820fed-cfb8-4c8f-9b19-c83f72859ea7\" data-pm-slice=\"1 1 []\">We'd be glad to help you make strategic decisions with a wealth plan.<\/h2>\n<\/div>\r\n<div class=\"et_pb_module et_pb_button_module_wrapper et_pb_button_0_wrapper\"><a class=\"et_pb_button_0 et_pb_button et_pb_bg_layout_light et_animated et_pb_module et_block_module\" href=\"https:\/\/yourfinancials.nl\/en\/meet-us-3\/\"><span class=\"et-pb-parallax-content\">Book a meeting<\/span><\/a><\/div>\r\n<\/div>\r\n\r\n<div class=\"et_pb_image_1 et_pb_image et_pb_image_sticky_phone et_animated et_pb_module et_flex_module\"><span class=\"et_pb_image_wrap\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Mario-groen-202606_edited.jpg\" title=\"Mario groen 202606_edited\" width=\"455\" height=\"455\" srcset=\"https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Mario-groen-202606_edited.jpg 455w, https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Mario-groen-202606_edited-400x400.jpg 400w, https:\/\/yourfinancials.nl\/wp-content\/uploads\/2025\/06\/Mario-groen-202606_edited-150x150.jpg 150w\" sizes=\"(max-width: 455px) 100vw, 455px\" class=\"wp-image-3726\" \/><\/span><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-4613","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealth Plan - Your Financials<\/title>\n<meta name=\"description\" content=\"Create a personal investment plan with Your Financials. Gain insight, build wealth and make informed choices for your financial future.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/yourfinancials.nl\/en\/wealthplan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Plan - Your Financials\" \/>\n<meta property=\"og:description\" content=\"Create a personal investment plan with Your Financials. 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