
Personality and experience
Qualifications
Language(s) in counseling
Deutsch
Topics:
Buy a home
Finance a holiday home
Living situation
Homeownership in retirement age
Real estate as a pension
Real estate as an investment object
Affordability as a widow
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Sell a property
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Crypto consulting

Evaluation
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