Inquiry
Fill out the contact form or call. We will contact you within 60 minutes with a proposed time slot.
Go to formCollaboration process
How it works
A transparent process from first contact to long-term financial confidence. Every step has a clear output and timeline.
Analysis
At the initial meeting (45-60 min), we clarify goals, budget, time horizon, and risk profile. In person at your home in Příbram and area, or online.
Strategy proposal
Our team prepares a Private Financial Strategy — a written output with priorities: reserve, insurance, mortgage, savings, commodities. Delivered within 5 business days.
Execution & care
Together we execute the steps — arranging insurance, a mortgage, or savings. Ongoing reviews according to life changes.
Arrange ongoing careTimeline
What to expect in the first weeks
- Day 0: Form submitted -> confirmation within 60 min
- Days 1-3: Initial consultation (online/in person)
- Days 4-8: Financial plan preparation
- Day 9: Plan presentation + follow-up call
- Month 2+: Execution steps, optionally quarterly reviews
What to prepare
Overview of income and expenses, list of liabilities, current investments, and your main goals (housing, retirement, reserve).
Frequently asked questionsBooking system
You book your appointment through the contact form — include your preferred day and time. After submission, you receive confirmation with a video call link (Google Meet / Zoom). Calendly or Reservio integration is prepared for future deployment.