Your financial planning. 

You only need 45 minutes of your time to get to know us. We get to know each other personally and clarify your current financial and personal life situation and your personal questions (wishes, needs and goals).

If you would like to meet digitally, you will need an internet connection, an internet browser (software) and a device (hardware) with a camera.

We offer personal consultations and introductory meetings at our locations in Mainz, Wiesbaden, and Frankfurt. Additionally, we work 100% digitally and also offer virtual introductions and digital consultations via Microsoft Teams.

We offer digital and in-person consultations in the Rheingau, Wiesbaden, Frankfurt, and Mainz areas.

To the locations.

Additionally, we offer on-site consultations if needed – upon request.

The goal of your financial planning is, among other things, to give you more time for what matters most – your life. The initial meeting will take 45 minutes. When it comes to ongoing collaboration, the duration depends on your individual questions.

Your annual meetings may also only last 45 minutes. Again, this will depend on your specific situation.

Our service is as unique as you are. For this reason, we offer various fee models:

• Hourly basis | Hourly rate of €200 including VAT

• Volume-based (Percentage)

• Flat fee basis (Absolute) for consultation and service packages

Self-employed persons, freelancers and entrepreneurs can deduct our consulting fees from their taxes as business expenses.

For non-self-employed persons, some consulting fees may also be tax-deductible as income-related expenses.

This requires that your consultation is related to the realisation of taxable income, which may also be in the future.