You always know what the next step is.
From the first interview to long-term care, clearly, clearly and without pressure for immediate decision.
How I work
Cooperation step by step
No complicated processes, no pushing on the signature. Just a clear step in which you always know what you're on.
- 01
Introductory meeting
Let's get to know each other. We'll discuss your situation, your goals, your fears.
- 02
Analysis and audit
I'll go through your current contracts, your finances, your risks, we'll find out what works and what doesn't.
- 03
Proposal for a solution
You will get an understandable proposal for a solution for peace, without product pressure. For investments it is an overview and mediation of options, not investment recommendations.
- 04
Long-term care
I'm staying on the side. We're checking everything regularly and adjusting to your life.
How about we get ready for our first meeting?
Your goals and questions
Living, family, business or future income. Just briefly describe what's important to you now.
Overview of revenue and expenditure
The indicative budget and the inventory of reserves will help us put the plan in a real context.
Existing contracts if you have them
We can follow up on what's already working. It's not necessary to have everything ready for the first interview.
Frequent queries
What do you ask the most?
How can I start?+
Choose what you are currently dealing with and send contact forms Choose online or personal meetings and places. You don't need to have a plan or all the documents. At the first non-binding interview we will clarify the priorities and arrange the next steps; the chosen way of meeting is not yet a reservation deadline.
How much is the first meeting?+
Nothing. The initial consultation is non-binding, and we'll get to know each other, discuss your situation, and then you'll decide if you want to continue.
Do I have to be from Olomouc?+
No. We will arrange a personal meeting in Olomouc, Brno, Prague or Ostrava. We will solve a lot of things online or after the call. The company's headquarters in Brno is not automatically a meeting place; we will confirm a specific place when we have an agreement.
Let's find a solution for you.
You don't have to have everything ready. We'll start with what you're dealing with.
First meeting free and free.