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With our 1:1 financial coaching, you will get:
✓ clarity and confidence in managing your finances
✓ a concrete roadmap for your financial future
✓ as much personal support as you need
Known from
>600
happy customers
>6,1 Mio. €
finmarie customers have already invested with our support
>15 Jahre
Advisory experience
We work independently of providers and we’re committed to helping you find the ideal solution that truly meets your goals. Our commitment to transparency means that you won’t encounter any hidden costs or complex technical language along the way.
Our coaching sessions are conducted exclusively by state-approved, certified financial experts and in accordance with strict BaFin and IHK requirements.
We provide comprehensive support on your financial journey, offering expert guidance and assistance whenever you need it. With us, you can receive as much personalized support as you desire.
Get to know us better with a free and non-binding 15-minute initial consultation, which can be easily scheduled online at your convenience.
✓ You have full transparency over your financial situation.
✓ You know how big your pension gap will be and how you can close it.
✓ You know your financial goals and have a tailor-made plan with concrete, easy-to-implement steps to achieve them.
✓ You know exactly how to invest your money easily and conveniently – without fear of doing something wrong and without having to invest a lot of time.
✓ You have the good feeling that you have your finances under control and have made provisions for your future.
With two master’s degrees in economics and more than 10 years of experience in leadership roles in finance, Karolina has established herself as a respected expert in the field. Since 2017, she has been dedicated to empowering women and helping them achieve financial independence. Karolina is a certified independent financial advisor and holds a business license according to §34f GewO.
Cindy began her career in banking and honed her expertise by serving as a consultant for private clients at Commerzbank for several years. Later on, she founded her own consulting practice at MLP before joining the finmarie team in 2022.
OPTIONAL
You can either book an individual coaching session or a free 15 min appointment to get to know each other.
INVENTORY & ANALYSIS
Before the coaching appointment, you will receive a questionnaire.
Based on the information you provide, your personal financial expert can analyse your status quo and prepare the first meeting in the best possible way.
INITIAL DISCUSSION & INVESTMENT PLANNING
The initial consultation focuses on you, your current financial situation and your goals.
Your financial expert will determine your pension gap, check any existing contracts and savings accounts and then draw up an investment and retirement plan tailored to your needs with specific product recommendations.
FOLLOW-UP
In the follow-up appointment, your financial expert will provide you with important financial knowledge about the relevant asset classes.
She will go through your investment and retirement planning and the specific portfolio recommendation with you in detail and answer your questions. This will enable you to understand and assess the individual investment proposals in detail.
IMPLEMENTATION
After the coaching, you will receive your personal summary with concrete next steps.
If you want to use selected investment products (important: there is no obligation to do so), we will help you get started.
Depending on the individual situation and the focus of the topic, the coaching process may vary slightly. Do you have specific issues you need support with (e.g. investing an inheritance)? We adapt our coaching to your needs.
With our free initial consultation, you can get to know us without any obligation and have all of your questions answered.
…you only want to deal comprehensively with the subject of finance once and then put a tick on it for a long time.
…you want to avoid months of research and possible mistakes when investing and instead want to benefit from tried and tested strategies
…you would like to have experienced financial experts by your side on your way to financial independence who will support you.
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That depends on how much you have already thought about your goals and the information you have on hand. Most coachees report spending 2-4 hours on it. The same women also say that it was very rewarding: “Finally, I have complete transparency about what’s going on in terms of my money.” Here you can book your financial coaching.
We look after our customers in Berlin personally and throughout Europe via Zoom / telephone. The finmarie team is often on the road and can therefore meet in person at other locations by agreement. On our event page you will find information about cities that we will be visiting.
Here you can book your financial coaching.
The appointments take place either in person or via Zoom Video Call. In Berlin we are at three locations in Berlin-Charlottenburg, Wilmersdorf and Dahlem. Our clients also often appreciate our visit to their home. Here you can book your financial coaching.
Unfortunately, at this time we are unable to offer investment solutions to US citizens that only meet US reporting requirements. Here you can book your financial coaching.
As fee-based coaches, we have no interest in getting our customers to buy a product that we are tied to. In our work, we can afford to focus our advice exclusively on the individual needs of our customers. This ensures objective, meaningful consulting results that are solely in our clients’ interests. Here you can book your financial coaching.
It is financial coaching, for which you pay a fee and no commission, significantly reducing the risk of bias of the advisor. Here you can book your financial coaching.
It is financial coaching for which you pay a fee and not a commission, significantly reducing the risk of bias on the part of the advisor. To understand the difference between a fee and a commission, read our FAQ here.
finmarie GmbH | Haus Cumberland, Kurfürstendamm 194, 10707 Berlin | k@finmarie.com | tel. +49 30 700 159 595
