Get your individual financial plan
I will design your individual financial plan, including calculations and an investment proposal
I review the situation in a comprehensive manner
It will help you set up a competent personal finance system and move towards financial independence
Sign up for a financial analysis
The sooner you master the basics of financial literacy, build the right relationship with money and start investing according to the plan, the more prosperous your life will be
How are the consultations conducted?
First meeting. We analyze your current situation
I make a financial plan
Second meeting. We discuss the financial plan and proceed to its execution
Financial analysis gives you an action plan, motivation and tools
As a result, you will have a financial reserve, insurance that makes sense, your own real estate, and a long-term savings plan
Cost of services
The cost of services, that is, the first two consultations with a financial plan, is 2.000 CZK. The other party pays for the rest of the work on obtaining a mortgage or loan and taking out insurance. In case of investment, I make a discount on the entrance fee in the amount of the consultation fee.
Here you will find some of the questions frequently asked by my customers