
Personality and experience
Qualifications
Relevant Diplomas
Dipl. Business Banker NDS HF, 2013
Finanzplaner mit eidg. FA, 2008
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Create a budget plan
Partner protection
Homeownership in retirement age
Budget plan after retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies

Evaluation
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