Book a 1:1 Financial Review

Budgeting & Cash Flow Analysis

We'll take a close look at your income and expenses, pinpoint areas where we can make improvements, and create a budget that works for you and your goals.

Together, we'll gain a clear understanding of your spending habits, optimize your cash flow, and build a strong financial foundation.

Debt Management & Reduction Strategies

We'll assess your current debt situation, then collaborate to create a personalized plan to pay it down efficiently, exploring strategies to minimize interest along the way.

Together, we'll reduce financial stress, speed up your journey towards becoming debt-free, and free up funds to achieve your other financial goals.

Investment Planning & Portfolio Review

We'll review your current investments, assess your risk tolerance, and build a diversified portfolio that aligns with your long-term goals.

We'll work together to optimize your investment strategy, aim for the best possible returns, and build wealth for your future.

Retirement Planning & Projections

We'll project your retirement needs, analyze your current savings and investments, and create a plan to ensure you can enjoy a comfortable retirement.

Together, we'll build confidence in your retirement preparedness, make informed decisions about your savings and investments, and pave the way for a worry-free retirement.

Tax Optimization & Planning

We'll identify tax-efficient strategies, maximize deductions and credits, and work to minimize your tax liability.

Together, we'll help you keep more of your hard-earned money, make informed financial decisions with tax implications in mind, and plan for future tax events.

Major Purchase Planning & Financing

We'll strategize together for your big purchases, whether it's a home, car, or even a business. We'll explore financing options, evaluate what's affordable for you, and guide you towards making informed decisions.

With my support, you'll achieve your major purchase goals confidently, avoid overextending yourself financially, and secure the best possible terms for financing.

1:1 Financial Review

Frequently asked questions

Everything you need to know

Do you get commissions from any financial support you discuss?

No I do not get any commission from any financial support. I really want to find a way to monetize long term that works for both you and me. Right now I only take a flat fee per consultation, but I am considering performance based fees. It is highly complex so I am still working on it.

Why should I take a session with you?

Most of the things we are going to discuss, I have experienced myself personally. I have made mistakes, learnt from it, and I am now a Qualified Financial Advisor. I have already helped 100s of people through 1:1 sessions & at scale educational content delivery.
So I have both the theoretical & practical experience to help you in your journey.

Am I going to get rich from one day to the other with you?

No.
And anyone who promises you otherwise is lying or making you take very high risks. Financial Planning is a long term exercise. There are short, mid and long term optimisations possible. But overnight wealth is an exception. Just like working out, it required dedication & consistency. I will give you the "exercises" and the mean to properly "train" , but you are the one "working out".

What are your fees and payment options?

It's very simple. Flat fee of 90€ / sessions. Paiement has to be made before the start of the session.

Do I need to prepare something ahead of the session(s)?

It will depend on what you want to review.
I might ask you to do some homework before joining the session because (1) it allows you to reflect on your goals before the session (2) it gives us a common understanding of your current situation (3) it makes for a better use of our time together.

Can’t find the answer you’re looking for?
Please send me an e-mail and I'll make sure to come back to you asap.

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1-to-1 Financial Review