My financial consulting follows a clearly structured process: First, we conduct a detailed initial consultation where I precisely analyze your current situation and personal goals. Subsequently, I review your existing financial products and develop an individual strategy tailored to you based on this. After jointly implementing the recommended solutions, I provide ongoing support, monitor progress, and adjust the strategy if necessary. It is particularly important to me that you feel completely comfortable with your strategy—because only then will you stay committed in the long run, achieve your goals step by step, and lead the life you desire in the short, medium, and long term.

The initial consultation and the fundamental analysis of your financial situation are, of course, free of charge for you. As your personal financial coach and partner in implementing your strategy, I always offer my services to you free of charge.

The recommendation of the appropriate investment type depends on your individual situation, your personal goals, and your risk tolerance. The spectrum ranges from conservative savings solutions to investment funds and other investment opportunities. A balanced diversification is particularly important to me, as well as ensuring that you understand the chosen investment forms and feel secure and comfortable with them.

Effective retirement provision secures the continuation of the standard of living you have built up over the years. Therefore, sufficient provision is of immense importance. The well-known saying "Never put all your eggs in one basket" summarizes the core principle concisely. Optimal retirement provision is based on a three-dimensional strategy: The statutory pension alone will not be sufficient to sustainably maintain your accustomed standard of living. The sooner you act, the more targetedly an existing gap can be closed. I analyze your current coverage situation, calculate your expected pension gap, and develop a tailored strategy for you to close this gap.

The selection of the appropriate insurance policies always depends on your individual life situation. Key protections generally include private liability insurance, occupational disability insurance, and—especially for families—term life insurance, among numerous other options. Because the protection of your family and your financial future are particularly close to my heart, I have selected partner companies that stand for reliability, economic stability, and first-class performance. Of course, as your expert, I am there for you at any time—accompanying you at every step and supporting you with all concerns—free of charge and with full attention.

Yes, I support entrepreneurs and also provide comprehensive advice to corporate clients, ranging from securing their existence and tax-optimizing models, to promoting employee satisfaction and retention, to attracting skilled workers and ensuring their liquidity. As an entrepreneur, you often have special requirements that necessitate sound and individually tailored advice.

As your personal financial coach and advisor, I am your central point of contact for all questions regarding your finances. You receive a tailored concept from me that is exactly matched to your wishes and goals. Finances accompany you throughout your life, and I support you in every situation. You get everything from a single source: You do not receive isolated products, but a well-thought-out strategy so that nothing important is forgotten and services do not overlap. Personal, long-term support is particularly valuable to me. Together with an experienced team, I ensure that you always have a direct contact person. My focus is clearly on solutions that are designed individually and oriented toward the client.

As your personal financial coach and advisor, I am your central point of contact for all questions regarding your finances. You receive a tailored concept from me that is exactly matched to your wishes and goals. Finances accompany you throughout your life, and I support you in every situation. You get everything from a single source: You do not receive isolated products, but a well-thought-out strategy so that nothing important is forgotten and services do not overlap. Personal, long-term support is particularly valuable to me. Together with an experienced team, I ensure that you always have a direct contact person. My focus is clearly on solutions that are designed individually and oriented toward the client.