Financial planning services
Valencia Company GmbH offers comprehensive financial planning services for individuals and companies. Secure your financial future with tailor-made planning that grows with you
Preparation of an individual financial plan
Advice on savings options
Advice on how to cut spending
Overcoming economic uncertainty
Managing financial planning can be overwhelming, as without expert advice, there is a risk of inefficiency and loss of wealth creation.
Without a strategic financial plan, you are exposed to the unpredictability of the market and the uncertainties of life, leading to anxiety and potential budget shortfalls.
Valencia Company GmbH offers tailor-made financial planning services, transforms complex challenges into growth opportunities and thus ensures a stable and successful financial future.
Financial clarity and security with The Valencia Company
Our tailored financial planning services offer more than just advice; they aim to transform your financial landscape.
Preparation of an individual financial plan
The financial plan forms the basis for financial planning and takes into account the individual needs and options of the customer. This includes, among other things, the financial situation, goals and risks.
Advice on savings options
The finance coach helps customers to increase their savings rate by providing them with individual advice on the various savings options. These include savings accounts, funds, stocks, and real estate.
Advice on how to cut spending
We help our customers reduce their spending by giving them personal advice on the various ways they can cut their spending. This includes cost comparisons, budgeting, and budget accounting.
The preparation of an individual financial plan is the most important step in financial planning.
The preparation of an individual financial plan involves the following steps:
data collection
The finance coach collects the necessary data from the customer. This includes, but is not limited to, the customer's income, expenses, and assets.
Analyzing the data
The finance coach analyses the collected data. The individual needs and options of the customer are taken into account.
Preparation of the financial plan
The financial coach prepares the financial plan. The financial plan includes, among other things, the customer's goals, the necessary measures and the financial impact.
Advice on savings options
Advice on spending cuts
Steigern Sie Ihr finanzielles Wohlbefinden in der Schweiz
Frequently asked questions
Our happy clients' dreams come true
“I personally can say that I've had one of the best experiences using this company's services. I can talk about their commitment to the customer. And above all, the great human quality. ”
They are always available with great sympathy for any clarification. For me, the best advisor of all time.
“I am very grateful for the trust this company represents. The team is efficient and reliable. I really appreciate the work they're doing. ”
“I was advised by Javier Valencia and was extremely satisfied with his service, as he not only successfully completed the tasks assigned to him, but was also extremely helpful in cases outside his area of responsibility.
In my opinion, Mr. Valencia is an excellent advisor and also a great person. ”
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