1
Initial consultation
free,
45 min
Your questions, how I work, mutual fit. Afterwards you receive a quote.
2
Data collection & scenario definition
approx. 1 Week
A structured capture of income, assets, pension fund and goals; defining the three scenarios together.
3
Analysis & report
2-3 Weeks
Modelling across the full horizon, year-by-year tax calculation, strategy comparison.
4
Review & action plan
-
We go through the report together, prioritise the measures and define the next steps. Optionally, I support the implementation with an annual update.
