It all starts with a no-obligation consultation – just for you. Here, we'll discuss your current situation, any questions you may have, and your financial goals. Take this opportunity to ask all your questions: - What's on your mind? - What challenges are you facing? Together, we'll explore how I can best support you and create a personalized roadmap to guide you confidently through the next steps.

In this workshop, you'll learn the fundamentals to finally gain an overview and control of your finances and confidently enter the world of investing: How does the stock market work? Understand the basics of stocks, ETFs, and indices. Learn how supply and demand influence the market. A concise stock market glossary: Gain clarity on key terms to confidently navigate discussions and decision-making. Understanding a global portfolio: Learn how to construct a global portfolio and why it's considered the foundation for successful investing. Selecting ETFs strategically: Learn how to find and evaluate the right ETFs for your portfolio. Investing strategically: Develop your personal investment strategy and learn about diversification and risk management. You'll also receive your exclusive stock market workbook.

In this workshop, you'll learn the fundamentals to finally gain an overview and control of your finances: How does financial planning work? Learn how to analyze your income and expenses to create financial clarity. Fundamentals of the Swiss pension system Understand the significance of the pillars of the Swiss pension system (AHV, BVG, Pillar 3a). Defining financial goals Discover what motivates you and use this motivation to stick to your financial goals in the long term – spoiler alert: simply "having a lot of money" isn't a goal. Strengthening your money mindset Develop a positive relationship with money by questioning and realigning your thinking about finances. Your personal financial strategy Develop a simple, clear strategy for your finances that provides security and supports your goals. You'll also receive your exclusive financial workbook.

In this workshop, you'll put your stock market knowledge into practice: Building your own portfolio: Plan and structure your personal global portfolio – tailored to your goals and risk tolerance. Selecting ETFs effectively: Learn how to find and evaluate the right ETFs for your portfolio. Choosing a broker: Learn what to look for when choosing a broker and how to make your first investment. Tips and tricks: `Taxes, investing with Pillar 3a, rebalancing, develop a simple strategy to regularly adjust your portfolio and keep it stable in the long term.` Strengthening a sustainable mindset: `Establish the right mindset for sustainable investing and stay focused on your goals.` You'll also receive your exclusive portfolio workbook and Excel tools.