Financial Planning for individuals is a solution promoted by numerous accountants, lawyers, and notaries in western Europe.

It is mainly to check the adequacy between the saving and the family’s financial goals: purchase of a house, prepare the retirement, finance the college fees.

Once a year, the financial planner updates the report and proposes actions. The users of these services are usually the company’s executives, entrepreneurs who sold their companies and sportives that are experiencing substantial incomes for a short period of activity.

Our solutions include:

• Audit of the portfolio management and wealth management
• Report on Project Investment
• Financial Planning Study for individuals:
  • Consolidation of Assets, Liabilities, and Income
  • Projects financing (Retirement, Education,…)