Finmarie

Financial Planning & Advice for Women

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Financial planning & advice for women

As Independent Financial Advisors & Certified Financial Experts, we are helping women define their financial goals and build the confidence needed to create and grow their wealth.

 

 

  • You will have a comprehensive analysis of your current financial situation, including an assessment of your pension gap and of your Insurance needs (e.g., health, liability, disability, and life insurance).

  • We will give you a tailored investment and retirement planning advice that aligns with your unique goals, risk profile, and long-term financial aspirations.

  • We will create for you a personal financial plan designed to secure your financial future, including concrete portfolio recommendations and strategic budgeting.

  • We will explain and show you your detailed asset forecasts, and giving you clear insights into how your investments are likely to perform over time.

  • You will get full guidance on how to invest your money wisely. Our investing strategies are designed to help you reach specific goals.

  • Ongoing support from one of our certified financial advisors, ensuring you stay on track to achieve your financial goals.

  • We work for you! We are not tied to any providers. It means, that you won’t encounter any hidden costs along the way.

Your Package Options

Financial Freedom Starter

Investment & retirement planning
799€ FINANCIAL ADVICE (+VAT)
  • 1 Appointment à 90 min + 1 follow-up appointment à 60 min with one of our CERTIFIED Financial Advisors
  • Topics Covered: Personal finances, investment, retirement planning, inheritance advice, and real estate guidance.
  • Analysis of your current financial situation and setting your future financial goals.
  • Set financial plan and personal investment plan with recommendation from your financial advisor (including definition of your risk profile).
  • Retirement & Financial planning roadmap with concrete next steps.
  • Ongoing access to cutting-edge online fintech tools.
BOOK FINANCIAL ADVICE SILVER

Financial Power-Up

Insurance, investment & retirement planning
999€ FINANCIAL ADVICE (+VAT)
  • You get the same benefits as with the SILVER package PLUS:
  • 1 Appointment à 90 min + 2 follow-ups appointments à 60 min with one of our CERTIFIED Financial Advisors
  • Topics Covered: Personal finances, Insurance, investment, retirement planning, inheritance advice, and real estate guidance.
  • Analysis of your current insurances to ensure adequate protection against unexpected life events.
BOOK FINANCIAL ADVICE GOLD

We support you at every stage!

Book a free 15 minute call today to talk through your best next steps.
BOOK YOUR FREE APPOINTMENT

AFTER your financial advisory session you...

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PERSONAL FINANCES

…have full transparency over your financial situation and a tailor-made plan with concrete, easy-to-implement steps, to achieve your goals.

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INVESTING + INSURANCE

…know how to invest your money easily – without fear of doing something wrong. Find out with us whether you should take out a specific insurance policy or whether you’re paying into one that you don’t even need. 

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RETIREMENT PLANNING

…know how to solve your pension gap. Your retirement looks much better now!

What our clients say

I have been in consulting for over three years. Karolina Decker has helped me to organize and structure my finances well. The support is flexible and provided within a reasonable timeframe. I find it very helpful and can highly recommend finmarie.

T. R.

I wanted to reach out to share a milestone with you. In December, I was able to pay off my Bafög loan—all at once, "only" €7,900, because I managed to save it up in just 7 months instead of €10,000. My thought process: you’re not going to earn €2,100 in interest that quickly, so just keep it simple and pay it off. The process was nerve-wracking, but even so, I managed to go on vacation and continued to invest smaller amounts regularly (I had to reduce my investments temporarily because of the savings effort).

Honestly, I just wanted to say thank you again. In about 2.5 years, I’ve invested €30,000, paid back €7,900, and in 2024, I’ll already be receiving €400 in dividends. Being in such a solid financial position feels amazing!

Sara

I am very satisfied to have found a company like FinMarie. [...] Especially women without previous knowledge in financial matters are coached in such a way that they are able to manage their financial future themselves with new knowledge.

Gabriele B.

Very good individual coaching tailored to my goals. [...] During the coaching I felt very understood and Karolina gave me comprehensive advice on my goals. The follow-up of my appointment was very fast, I received my consulting protocol the same day. [...] I would definitely recommend Karolina and FinMarie for financial coaching.

Claudia K.

Competent and to the point! [...] I can highly recommend Karolina, she can really listen so that no questions remain unanswered!

Anna R.

[...] very responsive to my individual situation[...] We discussed recommendations for action and worked out my personal savings plan and investment type together. [...] was advised in a very transparent and trustworthy manner and can only warmly recommend it to everyone!

Catherine

They really took the time to teach me the essentials, listened to my financial needs, and helped me put together a financial plan. (Bonus point: yes, financial advice can be done without mansplaining at all!)

Magdalene L.

A great service that I unreservedly recommend to every woman (and man) who wants to take the first step!

Sana B.

I absolutely recommend finmarie.

Loubna M.

Through the finmarie protocol that I received via Zoom before the face-to-face meeting, I was able to get a structured overview of my financial situation. I now have an overview of my options and the next steps I can take.

Mareen W.

I am truly grateful for such a great financial advisor who inspires me and honestly wants to improve my individual, financial situation. I [...] highly recommend her.

Ewelina K.

I finally have the good feeling of financial security.

Dr. Agata D.

Questions you might get asked

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Can I attend the meeting online?

Yes, you can book your coaching online. We will send you an invitation with the link for the Zoom Call. You can also book your appointment in person if you are located in Berlin.

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How impartial is the financial advice provided by your financial experts?

Our fee-based coaching ensures complete impartiality. We work for you! We are not tied to any providers. It means, that you won’t encounter any hidden costs along the way. The cost for our financial coaching is €799 + VAT. There are no hidden fees or additional costs.

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How much time should I set aside to prepare for my session with your financial advisor?

That depends on how much you have already thought about your goals and the informations you have on hand. From our experience, you should spend 2-4 hours on it.

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What is a fee-based financial advisor?

Fee-based coaching is a model where clients pay a fixed fee for coaching services rather than purchasing products or services tied to specific financial products. This approach ensures that the coach’s advice is impartial and focused solely on the client’s needs, without any financial incentives influencing the recommendations. The fee covers the cost of the coaching sessions, and there are no hidden charges or commissions.

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Where do the financial meeting take place?

We work with clients from across Europe and the US, and you can easily book your coaching sessions online. If you’re based in Berlin, we’re happy to meet you in person at our office in Kurfürstendamm 194, 10707 Berlin.

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Does fin:marie help with opening a deposit or managing the current investment portolio?

Yes, we offer support in both areas:

  1. Opening a Deposit Account: We can help you set up a portfolio with a provider of your choice or through our investment tool, Anlagefreundin. We provide guidance on selecting the right provider or using our tool to start investing based on your financial goals and preferences.
  2. Managing Your Current Portfolio: If you already have investments, we can review your current portfolio and make adjustments as needed. Our financial coaches will analyze your investments to ensure they align with your goals and risk tolerance and suggest changes to optimize your portfolio.

Our goal is to empower you with the knowledge and tools to effectively manage your investments and make informed decisions.

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Is it possible for US citizens to invest with fin:marie?

Unfortunately, we are currently unable to offer investment solutions that comply with US reporting requirements for US citizens. However, this doesn’t mean you can’t benefit from our financial coaching services. We can guide you through your financial situation.

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Will my retirement planning be addressed during the meeting?

Yes, retirement planning is a key component of our financial coaching sessions. Here’s how we handle it:

  1. Assessment of Your Current Situation: We begin by analyzing your current financial status, including your savings, investments, and any existing retirement plans.
  2. Goal Setting: We help you define your retirement goals, taking into account factors such as desired retirement age, lifestyle expectations, and anticipated expenses.
  3. Customized Strategy: Based on your goals and current financial situation, we develop a tailored retirement strategy. This includes recommendations for savings, investments, and other financial adjustments to help you reach your retirement objectives.
  4. Action Plan: We create a detailed action plan outlining the steps you need to take to implement your retirement strategy, including timelines and milestones.
  5. Ongoing Support: During and after the coaching sessions, we provide ongoing support and review your progress. We adjust the plan as needed to account for any changes in your circumstances or goals.

WHAT WE ACHIEVED SO FAR...

>2500 happy clients

We’ve proudly supported over 2,500 women through our financial advisory services & Investment Academy, empowering them to achieve financial independence.

>40 Mio. € Investment

With over 40 mio € invested by our clients.

>20 Years Experience

As a licensed provider regulated by BaFin, we offer financial advisory services and Automated Investing tool with the highest standards of security and professionalism.

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finmarie GmbH | Haus Cumberland, Kurfürstendamm 194, 10707 Berlin | k@finmarie.com | tel. +49 30 700 159 595