In the first phase of our services, we explain to our clients our position on the financial market, what is our service and how we can help. Then, we focus on the client, listen to their needs, requirements and plans for the future, analyze their current situation and gather the necessary information to build a financial plan.
Just as a fitness trainer defines a training plan and a healthy diet according to the client and their expectations, we follow the same rule to put together a tailor-made financial plan. The personal financial plan incorporates the analysis of the client's current portfolio of contracts that we independently check and diagnose to make our client's current state very clear to them, whether this one presents benefits or disadvantages. Then we prepare a proposal for optimization of their financial plan so that the client always benefits from the financial efficiencies that we can create for them. Finally, the client receives useful information and tools for their financial literacy thus putting their own finances in perspective with the financial market in the Czech Republic.
To determine the best solution for each of our clients, we have a wide panel of partners in the Czech Republic. Indeed, we are currently working with more than 40 financial institutions, including banks, insurance companies, pension companies, investment companies and building societies. One of the main advantages for our clients, other than having adapted solutions to their needs, is that we handle all the paperwork associated with the care of their finances so that they don't have to worry about such matters.
We know how difficult it is to monitor the constant changes in the financial market. Therefore, we secure a long-term care and service with each client. In the event of changes in the life of the clients, we adapt their financial plan to the new situation and provide the necessary insights for this new setup. We are always there for our clients, we help them in any situation. See for yourselves what our clients say about us in the references section.