Financial Power Check (90 mins)

02

Purpose: Conduct a detailed analysis of your initial financial situation, identify opportunities risks, and discuss your financial goals.

Discussion Topics:

  • General financial planning

  • Specific areas like pension planning or investment analysis

Cost: CHF/EUR 490

Preparation: Requires pre-work

Financial Concierge (6-7 sessions)

04

Purpose: Ongoing financial guidance and support

Discussion Topics:

  • In-depth financial management

  • Long-term financial strategies

  • Regular check-ins and adjustments

1-on-1 Financial Coaching for Women

My tailored 1-on-1 coaching sessions are designed to empower women with financial knowledge, confidence, and actionable steps towards financial wellbeing.

Choose from the following sessions:


Contact me today to learn more about how my 1-on-1 Coaching can help you achieve financial wellbeing.

Schedule a call

Email me

Linkedin

Financial Discovery Call (60 mins)

01

Purpose: Raise awareness about the importance of finances, build confidence, and provide inspiration for starting your financial journey.

Discussion Topics:

  • Financial beliefs and the importance of financial security for women

  • High-level financial principles

  • Personal financial situation and challenges

Financial Power Check (90 mins)

02

Purpose: Conduct a detailed analysis of your initial financial situation, identify opportunities risks, and discuss your financial goals.

Discussion Topics:

  • General financial planning

  • Specific areas like pension planning or investment analysis

Financial Coaching Journey (3 sessions)

03

Purpose: Comprehensive financial planning over three sessions

Discussion Topics:

  • Detailed financial analysis

  • Goal setting and action plans

  • Continuous support and adjustments

Financial Concierge (6-7 sessions)

04

Purpose: Ongoing financial guidance and support

Discussion Topics:

  • In-depth financial management

  • Long-term financial strategies

  • Regular check-ins and adjustments

Swiss Financial Coach and Investor Empowering Women in Financial Wellbeing

@2024 Minna Schmidt. All Rights Reserved

1-on-1 Financial Coaching for Women

My tailored 1-on-1 coaching sessions are designed to empower women with financial knowledge, confidence, and actionable steps towards financial wellbeing.

Choose from the following sessions:

Financial Discovery Call (60 mins)

01

Purpose:

Raise awareness about the importance of finances, build confidence, and provide inspiration for starting your financial journey.

Discussion Topics:

  • Financial beliefs & the importance of financial security for women

  • High-level financial principles

  • Personal financial situation and challenges

Financial Power Check (90 mins)

02

Purpose:

Conduct a detailed analysis of your initial financial situation, identify opportunities risks, and discuss your financial goals.

Discussion Topics:

  • General financial planning

  • Specific areas like pension planning

    or investment analysis

Financial Coaching Journey (3 sessions)

03

Purpose:

Comprehensive financial planning over 3 sessions

Discussion Topics:

  • Detailed financial analysis

  • Goal setting and action plans

  • Continuous support and adjustments

Financial Concierge (6-7 sessions)

04

Purpose:

Ongoing financial guidance and support

Discussion Topics:

  • In-depth financial management

  • Long-term financial strategies

  • Regular check-ins and adjustments

Contact me today to learn more about how my 1-on-1 Coaching can help you achieve financial wellbeing.

Schedule a call

Email me

Linkedin

Swiss Financial Coach and Investor Empowering Women in Financial Wellbeing

@2024 Minna Schmidt. All Rights Reserved