Your financial household in a plan
Having a plan and knowing which steps to take gives you peace of mind. Also when it comes to your finances. We take a planned approach to your assets, looking at your financial household, your wishes and goals and life stage, opportunities and risks - and then determine what actions need to be taken, both in the short and long term. We do this together with seasoned financial planners who are registered with the Association of Financial Planners.
A financial plan also requires regular adjustment, because your environment, yourself and your assets are constantly changing. We take into account a shelf life of two to four years. After that, we adjust the plan. We stay in touch in the way you determine, also depending on our advisory relationship.
Nassaulaan 13 - The Hague
+31 70 21 99 020