Individual Financial Advisor

for Women

KNOWN FROM

We want to encourage women to take control of their finances and give them the confidence they need to invest successfully. Now is the time to trust yourself and take action.
Karolina Decker
CEO fin:marie

1on1 Financial Advisor

for Women, by Women.

As Independent, Certified Financial Advisors, we are all about helping women with real lives create the great life that is truly theirs. Our dear clients deeply appreciate our non-judgemental approach – one that never labels them or puts their ambitions into predefined boxes.

 

We work with you to learn where you can be, then guide you as you make the decisions to get there.

 

And, we help you to create a personalised financial plan built around your future: clear portfolio recommendations, strategic budgeting, and detailed asset forecasts so you always know where you stand and where you’re headed.

We support the entire financial journey of real women with perfectly normal lives:

[Healing] → Stability → Growth → Legacy

That's why our motto is:

This is NOT about ‘wellbeing’.
This is about financial
HEALTH.

“I am very satisfied to have found a company like fin:marie."

[…] 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.

Sara, fin:marie Client

Your Package Options

WHAT IS INCLUDED

  • 2 personal advisory sessions – 90-min. initial consultation + 60-min. follow-up with a certified financial advisor (§ 34f GewO)
  • Analysis of your current financial situation – honest, clear, and jargon-free
  • Personalised investment strategy – tailored to your goals, lifestyle, and risk appetite
  • Pension gap assessment – understand exactly what you need and how to get there
  • Savings goals & contribution planning – realistic targets you can actually hit
  • Review of existing contracts & policies – identify what’s working and what’s costing you unnecessarily
  • Personal financial & retirement roadmap – with concrete next steps you can act on immediately
  • Ongoing support during implementation – you won’t have to figure it out alone

WHAT IS INCLUDED

  • Everything in the Freedom Starter Package – financial analysis, investment strategy, pension gap assessment, savings planning & personal roadmap
  • 3 personal advisory sessions – 90-min. initial consultation + 2 follow-up sessions of 60 min. each, with a certified financial advisor (§ 34f GewO)
  • Comprehensive insurance review – we analyse your existing policies and identify any gaps in your protection
  • Optimised insurance coverage – tailored to your current life situation and future risks
  • Support throughout implementation – step by step, together

Questions you might get asked

You can book your appointment online and we will send you an invitation with the link for the Google Meet appointment. If you prefer to use other tools, you are very welcome to let us know. And of course, if you are located in Berlin, we can arrange to meet in person.

We charge a flat fee, and that’s it. Because we’re fully independent (not tied to any bank, insurer, or provider), our only priority is you. No commissions, no hidden fees, no surprises.

 

  • Freedom Starter Package: €799 (VAT incl.)
  • Financial Power Up: €999 (VAT incl.)

This largely depends on you and the information you already have available. Before your appointment, we’ll send you a form to fill in with your personal and financial details – this helps us prepare thoroughly and make the most of your time together.

 

If you’re unsure how to answer certain questions, don’t worry: you can go through them directly with your financial advisor during the session.

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.

Anything else coming up? Let us help you out!

AFTER your Financial Coaching...

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PERSONAL FINANCES

…you will 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

..you will know exactly how to invest your money with confidence. Plus, you’ll have a full picture of your financial situation: pension gap, insurance needs, and everything in between.

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RETIREMENT PLANNING

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

What we have achieved so far

>4.000 happy clients

We’ve proudly supported over 4.000 women through our financial advisory services & Investment Academy, empowering them to achieve financial independence.

>40 Mio. € Investment

With over 60 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.

any time again...

87% of customers have given positive feedback and would recommend this product/service to their friends.