You want to know how to calculate your public pension. You want to have a strategy on how to retire in Germany? Then let's get started. Book your 4 step program now. The first session is free.
Fill out the contact form and book a call.
We'll delve into how I can assist you in achieving your goals. This is your opportunity to share your current situation, aspirations, and any questions you may have
We'll create a snapshot of your financial situation and explore how much risk feels right for you. Then, I'll walk you through the options available, helping you evaluate what works best for your retirement journey.
Based on your preferences and tax situation we compare and select the best pension option for you.
Time: 30 min
During our upcoming discovery call, we'll delve into how I can assist you in achieving your goals. This is your opportunity to share your current situation, aspirations, and any questions you may have.
Here's what you can expect:
Introduction: Get to know more about what I can do for you.
Your Story: Share your situation and what you aim to accomplish.
Q&A Session: Feel free to ask any questions you may have.
Next Steps: We'll discuss and outline the plan for moving forward.
The primary objective of our meeting is to determine if my expertise aligns with your goals.
I'm eager to explore this further with you.
If the Discovery Call sparks your curiosity, we can then dive into the more detailed Pension Strategy session.
Time: 1 hour
Your Personal Situation:
a. Financial Snapshot: We'll delve into your monthly surplus, examining income and expenses. We'll also assess your equity balance, factoring in savings, loans, and investments.
b. Risk Profile: Discover your comfort level with risk and evaluate how much risk aligns with your financial situation.
Analyzing Your Pension Options:
a) Existing plans: Decide whether to keep, freeze, or cancel current retirement plans.
b) Exploring new options: Assess potential avenues, like employer-offered company pension plans.
c) Personalized recommendations: Receive tailored advice based on your unique situation and preferences.
Outcome: Instilling confidence in your retirement planning. Clear understanding of how much to save. Awareness of the advantages and disadvantages of available options. Making informed decisions on the best-suited retirement plan.
Duration: 90 minutes
Mission: Find your perfect plan!
Get to know your ideal product
Choose your guarantee level
Pick your ETFs you want to invest in
Customize your product (e.g., level of inflation adjustment)
Outcome: Leave with a personalized retirement plan that makes you feel confident and accomplished in your financial planning.