One-time 4-hour meeting for one-to-one work aimed at clarifying current personal and financial strategies in order to change and develop factors affecting the financial situation.
As a result of the work, the client:
- Gain an understanding of the factors affecting the financial position;
- Identify hidden factors that were not previously considered, but which have a constructive or destructive impact on the current and future financial position;
- Develop or clarify desired goals and results in the long term;
- Draw up a plan of sequential steps / scenarios to change the current situation and move to a higher level of financial well-being;
- During the session, he chooses a clear “guide to action” that he can independently implement in a given period of life.