Financial life coaching

Guidance, support & follow-up on financial decisions.

Why do I want financial life coaching?

Because there are many other financial decisions beyond wealth accumulation, retirement and inheritance.

With the financial plan, my financial planner knows my situation, wishes and goals. Just because this is taken into account, the planner is the ideal person to assist me in other financial decisions – either as a sounding board or as an advisor. And because my planner is independent, the advice will always be in my best interest.

What other clients have asked:

  • Do I buy or rent my own family home? Which position suits me best?
  • I would like to invest in a flat to rent out. What costs will that entail and how much will it earn me in the end?
  • What about this EPC legislation? Will I not be able to sell this house then? How do I improve this EPC value? And what will that cost me?
  • Would I borrow for this flat? How much? Can I borrow from my own group insurance?
  • Can I transform this property so that I can get more value or income from it?
  • Does it make sense to install solar panels?
  • Is that ask price for that house correct?
  • Can I use my group insurance or my IPT/EIP for financing a real estate?
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  • I would like to invest in the business of a friend/acquaintance because I believe in it. Is this a smart decision? What are the possible scenarios and implications for me?
  • I’m interested in that crowdfunding. Should I do it and how much should I invest?
  • Should I subscribe to pension savings through an insurer or through a bank? What are the differences between TAK/BRANCHE21 and TAK/BRANCHE23? Which one is best for what part of my assets?
  • I would like to have that amount of money saved when I retire. How much should I put aside monthly or annually?
  • Should I top up my IPT/EIP or my VAPZ/PCLI?
  • Can you make a valuation for my company? Am I getting a fair price? Are the terms and conditions correct?
  • Can you help me determine how much more I can still put in my corporate insurance contracts ? Have I reached the 80% goal? Is there room for a backservice on my insurance contract?
  • Should I buy a hybrid or an electric car now? What will the total cost of ownership for that car?
  • Would I take that car on lease or renting? Or would I buy it? And what if I suddenly get a company car?
  • What about the charging station? What kind of charging station do I take? How will it affect the power consumption in my house? Can I use power from my solar panels for that?
  • My employer is installing a charging station at my house. What are the consequences for me?
  • I am going to start my own business. Do I go for a company or a sole proprietorship?
  • Can you help me creating my business plan for my own business?
  • Can you help me declare an estate for the inheritance tax?

 

 

 

 

 

 

If I find myself facing also those or other financial questions, my financial planner can certainly help. The aim of Financial Life Coaching is to always have someone available to assist me with those questions.

 

Prices for financial life coaching are hourly prices according to productive hours. These are discussed in advance when the financial plan is drawn up. No travel costs and hours are charged.

I would like a non-binding introduction

Contact

Personal Finance Planners

Independent financial planner

Certified by the FSMA

Lindendries 29, 1730 Asse

BE0759.991.436

(+32) 0456 116924

info@personalfinanceplanners.be