Your financial life,
in perfect balance.
True financial peace of mind does not come from a single investment choice, but from a complete overview. With 360° Planning, I coordinate investments, retirement, insurance coverage, and estate protection to align them with your dreams and give you peace of mind.
A Mosaic of Security
360° Financial Planning is the frame that encompasses, connects, and gives meaning to all the pillars of your economic well-being. No element is left to chance.
Efficient Investments
I manage the portfolio according to your risk profile, slashing hidden bank fees with passive fee-only instruments.
Protected Retirement
I bridge the public pension gap to preserve your future standard of living, taking advantage of major tax deductions.
Insurance Shield
I protect your human capital and real estate assets from severe unforeseen events before exposing you to financial markets.
Generational Protection
I plan the painless transfer of financial and real estate assets to eliminate disputes and tax burdens.
The 360° Financial Planning Process
In line with the international standards of the **FPSB (Financial Planning Standards Board)**, I follow a rigorous protocol explained in a simple way, taking all the stress off you.
Data Collection
I thoroughly understand your current financial situation and life constraints.
Goal Selection
I select and prioritize your milestones (e.g., children's education, early retirement).
Current Analysis
I evaluate your current course to see if your present investments will meet your goals.
Plan Development
I design the custom strategy: uniting investments, taxes, and protection.
Presentation
I explain every recommendation with clarity and simplicity. Stress-free.
Implementation
I guide you step-by-step in the practical execution of the recommendations on your bank.
Monitoring
I constantly verify progress, updating the course based on your life.
Test Your 360° Financial Health
Discover if your wealth situation is adequately protected. Select the statements that describe your current coverage and protections:
Your Financial Health Score
Your wealth is exposed to serious risks and inefficiencies. A 360° analysis is required to secure your future.
Frequently Asked Questions on 360° Planning
How does it differ from investment advisory alone? ↓
Investment advisory optimizes your liquid financial capital on a securities account. 360° Planning analyzes the entire economic picture: your real estate assets, your future retirement to avoid old-age poverty, family protection against severe accidents (insurance), and proper inheritance transmission (succession). It is a global approach that resolves all sources of financial stress.
Why is it important to have a single advisor coordinating everything? ↓
Families often buy investments from banks, insurance from a trusted agent, and draw up wills at a notary. These professionals never speak to each other, generating huge inefficiencies and coverage gaps. An independent advisor who coordinates wealth at 360° ensures that every piece is integrated and tax-optimized, saving you time and money.
Take full control of your financial destiny
Schedule a free preliminary consultation. I will analyze your needs to structure your life plan.