A financial plan and immediate tax savings in one day
You learn the strategy and apply it immediately to your own situation. By the end of the day, you will have a financial plan that suits your situation, including immediate tax savings.
What is the group day?
During the group day, you will work on your financial future. We start with the key strategies regarding tax, pension, investments, and inheritance. Next, we translate this to your personal situation, and you will work on a concrete plan fully tailored to your goals.
Afterwards, we schedule a follow-up meeting to check if everything has been set in motion properly. And with the payback guarantee, you can be sure: your savings are always higher than the costs.
Variants
Who is the group day for?
Salaried employment
This group day is specifically for employed private individuals who want to get more out of their finances and future plans.
Self-employed/Partnership
This group day has been developed for sole proprietorships, freelancers, and general partnerships who want to get a grip on their financial growth and taxes.
Director-Major Shareholder
This group day is for director-major shareholders who want to optimally structure their assets and pension.
This is how a group day works
We help entrepreneurs and professionals go from procrastination to action. Discover how we do this.
1
Preliminary inventory
We start with a questionnaire to get a clear picture of your financial situation, goals, and dreams. This way, we enter the day fully prepared.
2
The group day (10:00 – 17:00)
We cover the theory of taxes, pensions, investments, and inheritance. Everything you need to make the right choices.
3
Your personal plan
After the theory, we work individually on your strategy. You leave the day with a concrete plan and action points tailored to your situation.
4
Follow-up meeting
After the group day, we will schedule a meeting to evaluate whether everything has been set in motion properly and whether you have any further questions.
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
During a group day, we cover the strategy together, and you work individually on your plan. The 1-on-1 program is fully personal and offers more depth and guidance during implementation.
During the group day, we cover topics such as the tax system, pensions, investing, tax savings, and inheritance. Subsequently, you translate this individually to your personal situation and work on a concrete plan.
When confirming a group day, you only pay a deposit. You pay the remaining amount afterwards, once the return guarantee has been met.
The groups are deliberately kept small (5 to 6 people) to ensure there is sufficient room for personal attention and individual questions.
Yes. Afterwards, we will schedule a follow-up to check if everything has been set in motion properly and if there are any further questions.