Save.Invest.Enjoy.
Media about us
What are we doing?
Everyone has plans for the future. Some of them are financial in nature: to buy a house and a car, to give children a good education and help them at the start of their careers, to finance vacations and birthdays, to secure a decent retirement, and much more. All these are called financial goals.
We help to find answers to questions:
- How much will their implementation cost?
- How much do you need to save to realize your ideal life scenario?
- How to ensure your health and protect your family from force majeure?
- Where to invest?
An iPlan, or financial investment plan, analyzes various aspects of a person’s and their family’s life: from future financial goals and their realisation to the totality of client assets, income, expenses, and risk management.
We support the implementation of a complex plan. At least 4 months in the Start package or one year in the Family and PRO packages. Ideally, it’s the whole of financial life.
Advantages of iPlan
1
Understanding the attainment of goals
We create a financial plan with calculations that provide an understanding of how much your life goals cost and whether they are realistic. Additionally, we determine how much you need to earn and invest to achieve them.
2
Saving time
The client knows how to earn money. It is his choice to grow in his profession and spend time with his relatives, instead of spending hours searching on how to protect or invest their money profitably on the internet.
3
Protection
A planner is a person who helps to take care of finances and do everything correctly. Our cooperation protects the client from emotional investments and helps to avoid the lifestyle inflation trap. Additionally, the planner helps to choose insurance products and serves as a contact person for the client’s family members in case of emergencies.” (force majeure)
4
No conflict of interest
iPlan planners work according to the American Fiduciary standard, that is, to act in the interests of the client. iPlan operates on a fee-only model – payment is made exclusively by the client, without additional commissions. This means that the advisor (consultant) is always on the client’s side in choosing financial products.
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