One step from securing your financial future.
Research from the USA shows that people who had a plan were 3x richer.
Use our code: FINPLAN and get 75% OFF
Without a financial plan
Quick decisions.
Incomplete solutions.
Poor planning of mortgage.
Investments without any goals.
Insurance without the right coverage.
= paying more money for instruments you might not need and loosing money on the way…
With our financial plan
Clear roadmap to achive your financial goals.
Choosing the right insutruments that work in your favour.
Potecting your financial future.
Comprehensive solutions.
= wealthier in the future and secure way to achieve your financial goals.
What our clients say...
“I finally got my own financial plan and I am glad that I met with Alena. It makes so much sense to start planning ahead.”
“We had some money that was just sitting there. Alena showed us a secure way how to deposit the money and made a clear plan for us. Therefore, we know what to do and mainly we know why we do it. ”
What our clients say...
“I did not want to have a plan at first. After getting a bit lost and having too many different products I came back to Alena. It was a smart decision. ”
“I needed a partner for helping me to make the right financial decisions. That´s the reason why I wanted to work with Alena and her team. It´s a pleasure to work with them.”
What does our financial plan include?
The financial plan is 10-40 pages long depending on your current situation and goals.
1) Your current cashflow.
2) Your financial goals.
3) Step by step solutions to achieve your financial goals.
4) Road to your financial success.
5) Calculations.
6) Products explanation.
Previous
Next
Use our discount code:
FINPLAN to get 75% off
Our offer for 1990CZK ends in..
Days
Hours
Minutes
Seconds
FAQ
If you leave the Czech Republic, our cooperation continues. We want to cooperate with our clients long-term and we work with instruments that are accesible and work in the whole World.
Yes, If we cannot meet in person, we also provide online meetings.
We update financial plans regurarly. Usually, once per year. If you change your plans, you let us know and we discuss the next steps.
It usually takes 7 days.
If you have a partner and you want the financial plan just for yourself, it´s not a problem.