You end up with several pieces of your personal financial plan in place, but each was developed independently by a different person at a differing time in your life. Not only may individual pieces no longer be appropriate for your goals, but your progress toward your goals may be slowed because pieces of your plan are working against each other. WB-Invest make sure you have what you need and that your money is working for you as efficiently as possible.
Financial planning would be easy if life always progressed according to plan. But life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be the most critical ones.
The time we take to understand you – your goals, your values, your relationships, your personal history, every aspect of your finances – and our availability to you as part of your retainer helps us be effective, trusted guides during your life’s transitions.
WB-Invest is a financial advisory home based in Berlin.
If you want to learn more about our personal financial planning services, contact WB-Invest: