Financial Planning & Advice for Women

Q: 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.

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

Yes, we offer support in both areas: 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. 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.

KNOWN FROM

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

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.

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.

We support you at every stage!

Book a free 15 minute call today to talk through your best next steps.

AFTER your financial advisory session you...

PERSONAL FINANCES

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

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.

RETIREMENT PLANNING

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

What our clients say

Questions you might get asked

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.

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.

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.

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.

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.

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

Yes, we offer support in both areas:

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.
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.

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.

WHAT WE 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.