Your financial planning. In Frankfurt, Wiesbaden and Mainz.
Your FinancialPlanner.
Life Planning is Financial Planning
You will receive from us your personalized, tailored service: financial planning that leads you to your goals, not just when the sun is shining, but also when it rains, snows, or even storms...
Gain entertaining and financial clarity on your individual questions, expressed in simple terms, with an efficient use of our time:
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Where do you stand?
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What do you truly value?
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Where do you want to go (your personal goals, wishes, needs, and their prioritization)?
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How can you efficiently get there (your goal)?
In our view, financial planning is more like life planning:
"Life is what happens while you are busy making other plans." | John Lennon
To address this complexity, I will walk you through the following services, explaining connections and interactions in a straightforward and understandable manner.
Together, we will develop a rational and emotionally suitable solution (personal balance sheet) in line with legal and tax frameworks—supported by our network of selected tax and legal advisors—to maximize your chances of achieving your goals, wishes, and needs.
Even if the outcome—i.e., my recommendation—means that you consciously decide against a specific solution, our aim is for you to understand and make informed choices. This means an open-ended consultation, step by step, based on what matters to you!
This is what it means for me to be your financial planner: to focus entirely on your financial happiness, free from the financial industry's influences.
Your financial planning, as individual as you are.
Let’s align your life and finances so you can concentrate on what truly matters.
A financial plan fundamentally consists of the following areas. You decide whether your financial planning will be comprehensive or project-oriented and supportive.
You decide.
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Liquidity Plan
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Risk/Safety Plan
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Retirement Plan
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Investment Plan | Asset Consulting/Management
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Financing Plan
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Estate Planning (Inheritance/Gifting)
We understand that each client is unique, and we specialize in developing tailored financial solutions that meet your specific needs and goals.
Let’s customize this together.
As your financial planner, we work solely in your interest and offer clear remuneration models.
We look forward to hearing from you to start your financial planning in Rheingau, Wiesbaden, Frankfurt, Mainz, or wherever you need us, bringing you closer to your goal of long-term financial freedom.
We strive for your financial happiness.
Carsten R. Streb e. K.
Your Financial Planner.
Your Added Value. | Your Financial Planning.
Individual financial planning in Wiesbaden, Frankfurt, Mainz, or online offers you numerous advantages:
Overview of Your Finances
With financial planning, you always have a clear view of your finances.
Having an overview is one of the crucial foundations for making sound financial decisions.
Tax optimisation.
Of course, financial planning also takes tax aspects into account and should help you to minimise your tax burden with the help of our general information on your financial plan.
We are also happy to work with tax advisors.
Strategy. | Tactics.
Professional strategic financial planning enables you to define your financial goals and develop a customised strategy to achieve them.
If necessary, we will implement tactical measures for you on a regular basis.
Individuality.
As your financial planner, we work with you as your personal advisor to develop your individual financial plan.
As individual as you are!
Risk/return
By individualising and profiling your risk/return profile, we develop your individual financial plan and asset structuring. In other words, we also work with you to determine your overall desired return and risk. In such a way that we can minimise your risks and achieve your goals with the highest possible probability.
Legal optimisation
A FinancialPlan naturally also takes legal aspects into account and should help you to legally optimise your FinancialPlan on the basis of our general information on your FinancialPlan.
We are also happy to work with legal advisors.