Financial Planning

Service Description

Initial Diagnostic Session (Complimentary) This session is a confidential, introductory conversation designed to understand your current financial situation and the types of wealth decisions you are facing, while providing clarity on your starting point, key factors to consider, and potential next steps. The goal is not to solve everything, but to help you gain clarity, identify priorities, and assess whether it makes sense to move forward with a professional independent advisory process. What is covered in this session? During the session, we will generally review: ∙ Your current financial situation ∙ Your personal and family wealth goals ∙ The relevant time horizon for these objectives ∙ Your approximate saving or investment capacity ∙ The financial decisions that currently feel most uncertain ∙ General criteria for creating, growing, and preserving wealth ∙ Whether an independent advisory process is suitable for your situation This allows you to determine if there is an appropriate framework to explore a medium- or long-term wealth strategy at a later stage. What is NOT included in this session? ∙ Designing or structuring a wealth strategy ∙ Investment recommendations ∙ Analysis of specific products or alternatives ∙ Promotion or selling of financial products or institutions It is strictly a diagnostic and framing session, not an implementation session. Who is this session for? ∙ Entrepreneurs and professionals seeking clarity and structure to understand their financial starting point or review their current plan ∙ Individuals evaluating whether independent advisory is suitable for their situation ∙ Those who want to understand the process before committing * This service is not available to U.S. citizens or residents. 👇 Schedule your initial diagnostic session