You are...
... probably very busy and want professional support for financial decisions, while retaining full control and understanding of what is going on. You are resident in Belgium, either an expat or a local, or own property here. You may be in the early part of your career but perhaps already taking steps towards your financial freedom, or you could be just 5-10 years out from retirement. Or maybe you are already retired or otherwise financially independent.
You may be an employee, executive, or civil servant in a larger organization or a small business owner - or you used to be one. Your professional activities may be - or may have been - centered around anything from airlines to zookeeping, whether your environment is a solo enterprise, a public administration organization, a private company, or anything else.
You could be single, married, or recently divorced or bereaved, with or without dependents to take care of. You are now in a situation where you want to make sure you make the most out of your finances.
No matter what your background, you are interested in, or already working with, a financial plan in order to meet your lifetime goals - financial and other. You might need no money coaching and financial advise right now, but if you do, you expect your wealth advisor always to focus on what's the best for you, besides being friendly and easy to get along with.
You like to...
... spend your time doing what you like the best, rather than sweating the ins and outs of financial planning. You want an experienced pro to guide your decisions while educating you in the process, so that understand the essence of what's going on and remain in control.
With this, you are able to take decisions and stick to them. You can live within a budget if you decide it's useful for you.
During your life and career, you - maybe along with a partner - may have already accumulated investments, pensions, insurance policies, bank accounts, wills and trusts, and like to put in place a financial plan to make sense of them all.
You preference is...
... to get started without committing to any costs. You may prefer just to input your financial data yourself into a pro-level financial planning tool and get a picture of where you are, and only then decide if you need any help with your Wealth Plan. Or you might like to discuss your financials straight away with a professional face-to-face, either in person or online over a PC or phone, in order to get directions and decide on your further steps.
You require to know in advance what you get and what - if anything - you pay. This way you ensure to get just what you need, at a cost that is only a fraction of the value you get.
You prefer to proceed quickly and share the necessary information when you need to, in order to have your plans in shape the sooner the better, so that you know what to do next.
