Maximum financial growth, pension accrual, and tax savings
I will fully map out your financial situation, after which we will determine the strategy together. Subsequently, I will guide you step by step through the implementation.
What is the 1-on-1 program?
Almost everyone who starts with me recognizes this: business is going well, but privately, a clear financial plan is lacking. In the 1-on-1 program, you go from procrastination to control, with a strategy that ensures financial peace, freedom, and immediate tax savings.
A clear step-by-step plan
For financial growth, retirement planning, and tax savings.
1
Inventory
We delve into your personal situation by analyzing your current financial position. This forms the basis for the conversation in the next step.
2
Personal interview
In this consultation, we delve deeper into your goals and develop a strategy to achieve your ideal life. We assess feasibility, look for tax savings, and execute everything immediately. After four hours, you will walk out the door with a fully established and executed plan.
3
Follow-up meeting
In the follow-up meeting, I will guide you through the implementation of the plan. We will go through everything together, optimize where necessary, and ensure that the strategy is actually realized.
4
Financial plan
After the meeting, we consolidate everything into a clear financial plan. This is not a substitute for what we have executed together, but a handy reference document so that you can later review exactly what we discussed and did.
Your savings are always greater than your investment.
You never pay more than you save; that is our promise. That is why we also work with staggered payments: you pay a down payment upon registration. You pay the remaining amount afterwards, once the return guarantee has been met.
Frequently Asked Questions
In the 1-on-1 program, we work together on a fully personal basis on your specific situation. There is more depth, more room for customization, and I guide you step-by-step through the implementation. During a group day, we discuss the strategy together, after which you translate it individually to your situation.
Full payment takes place in arrears, once the payback guarantee has been met.
We are currently working with a waiting list. Is it urgent? Then we almost always find a way to start on short notice.
Ideally, we look at the complete financial picture. This means that a partner and children can be fully included in the plan.
Yes. The process is not just about advice, but specifically about execution. Together, we ensure that the strategy is actually put into action, and I guide you step by step through the process.
That varies by situation, but common topics include pensions, investing, tax savings, wealth accumulation, wealth growth, real estate, financial freedom, inheritance, and risk hedging.