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Make the most of your life without worrying
about the ups and downs of the market

Financial Planning

CHF 1'000 - CHF 2'000

A financial plan is a roadmap for your financial future. If you're ready to live the life you've always dreamed of, one of our experts will help get you there.

Wealth Management

~1% AUM

We develop your personalized financial plan. You still control your investments, while we handle the details.

Financial Coaching

CHF 300/hr.

We provide one-on-one coaching sessions to help you devise a simple, straightforward action plan. From there, you can execute your plan and manage your investments independently.

Financial Second Opinion

starting at CHF 700

Need help evaluating your portfolio? Want to ensure that your advisor is doing a good job? We analyze and compare your investments to provide a comprehensive second opinion.

Learn more

No obligation

We want to understand exactly what you are looking for and how we can help you get there before you pay a single cent.

practical advice

Whether or not we ultimately decide to work together, we will leave you with concrete action steps and increased confidence in your decision-making.


Before working together, we want you to understand exactly how we operate, the value we can bring to your life, and the cost of our services.

Ready to take control of your finances?
Schedule a free 15-minute phone call.

Let's chat!