THE PROCEDURE YOU CAN EXPECT FROM US
The way we work with you is our jewel. We care about it. We are there to give you more time, rid you of worries and mistakes, and improve your decision-making. But at the same time we need to know you well, understand you, and explain the results of our joint plan.
We know you have a job, a business, activities, a family, and that's why we are here to make your personal life easier and your financial life better.
Our domain is big picture thinking, interdisciplinary overlap and a drive that brings you time, new perspectives on the evolution of personal finance, and peace of mind.
FIRST WE'LL MAKE A PHONE CALL
Our first connection will be by phone or video call with Samuel Pseja It will take no more than 30 minutes. We will discuss what your expectations are and what we should do for you. We, in turn, will present you the course of our cooperation and its important points. If the cooperation makes sense, we will agree on the next steps.
WE SEND THE OFFER AND CONTRACTS
Within 48 hours of our call, provided we agree upon next steps, we will send you a preview of the contracts between the two parties. We will also send you the contents of the plan, a summary of your expectations and our objectives, a quotation and the following timetable - a general preview is here.
CONFIRMATION OF COOPERATION
Subsequently, it is your turn to read through all the details and confirm that we can initiate our cooperation, and/or ask additional questions of clarification. Next, our contract is signed and you pay the deposit of 50 %.
BUILDING AND DISCUSSING A FINANCIAL PLAN
In the course of next 3-6 meetings we build the actual financial plan according to the schedule from the offer and agreed scope. We devote as much time to it as necessary, because its precise form is important for a perfect result. At the same time, we leave space for you to absorb, think, and comment on everything.
WE IMPLEMENT THE OUTCOMES OF THE PLAN
We then implement any actions that come out of the plan. We set up the accounts, develop details, edit everything and create a system to make it all work. Some of the deliverables are also implemented by the people around us: lawyers, tax advisors, brokers, etc.
RECAP
We then recap everything, upload all contracts online to your drive, create payment instructions, and hand over all deliverables. We want to make sure that we really incorporate all the changes and that you are familiar with them.
AND THEN WE CONTINUE TOGETHER, WE BELIEVE, FOR A LONG TIME
According to the set terms of cooperation, we then communicate quarterly or annually. We send you reports, we implement the planned actions, we listen to what is changing and we respond to it. We also respond to what is changing around us. This part is a key. It's the part that makes the whole plan work and really gets you where you want to go.