1-on-1 sessions

Here is the secret to building wealth: spend less than you earn and invest the difference wisely. OK, maybe that’s not a secret after all. The tricky part is how to do that. And we teach the “how” in our seminars and even in our free blog articles. So we sincerely believe that you do not need a 1-on-1 session to learn how to plan your investments. But we’re happy to help if you decide otherwise. Here are a few examples of the things we could discuss:

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Cut spending

You are probably spending more that you have to on things you don’t want to spend money on. Like rent, insurance or taxes. We will help you squeeze as many francs as we can.

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Retirement checkup

We simulate how much you’re likely to get from your 1st, 2nd, and 3rd pillar at retirement age and give you suggestions for adjusting the course, if necessary.

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Set savings goals

We all have mid to long term goals, such as a new car or a fancy vacation. We will help you define these goals and plan for them.

financial-plan

Make a financial life plan

A financial life plan outlines the different phases of your life, the goals associated with them and the ways to finance them.

Buy a swiss home

Buying a primary residence is often the biggest purchase we make in our lives. Is it worth it though? We can help you model the different costs related to being a home owner in Switzerland.

anything-else

Anything else...

If it’s about money, chances are that we can help you. Our coaching sessions are tailor-made for our clients so if you’re not sure, just ask.

Our philosophy

We would rather have fewer clients for whom we work very hard and deliver massive value than have hundreds of them, treat them like numbers on a spreadsheet and give them generic advices. So if you would like to have us, and if we think we can support you, you can expect us to go above and beyond to statisfy your needs and answer your questions.

How does it work?

1) You send us a description of your issue.

2) We get back to you. If we think we can help, we will tell you how and we will send you a quote. We might request additional documentation from you to get ready. If we don’t feel qualified, we will also tell you and try to direct you to someone who could.
3) We meet either online or in person and go through your questions. After the session, we send you a report summarizing everything we discussed.

Frequently Asked Questions

What to expect from a 1-on-1 session?

A 1-on-1 session is a discussion centered on you, your needs and your issues. It can go wherever you want to go.

What are your credentials?

None whatsoever. I don’t have a degree nor any kind of certification regarding personal finance and investment. I can only share what has worked for me and dozens of people I’ve taught.

Why should I trust you?

You shouldn’t. Check our free material and try it for yourself. If it works, consider giving us a shot. If it doesn’t, well… let us know!

Are you affiliated to financial service providers?

No, we are not affiliated to anyone, not even Amazon. Independence is the core of our values so we don’t want to rely on the sponsoring of banks, brokers, or any other financial service providers.

How much will it cost?

That obviously depends on the issue and how much preparation work is required. But you should assume that it will be very expensive. More expensive than you feel comfortable with. To be completely honest, it’s probably going to cost you more than you ever paid for a service before.

Do you provide financial advice?

No, we do not. We can’t and we won’t tell you what to do with your money. We’re neither qualified nor allowed. But what we can do is give you the tools to make your own decisions.

Tell us how we can help…

(asking is always free)

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