Services
Get my viewpoint on your situation and see your investments through.
This does not constitute investment advice.
#1: LAKE VIEW
500-
Get my opinion on your situation or plan.
Fees are due if expected earnings over 5 years are > 5,000-.
1h30 exchange + report
#2: GREEN GRASS
500-
Take action with my help.
Decide on the final details and set up your standard investments.
2 hours of flexible exchanges, live and/or by email
#3: WHITE SWAN
500-
Come to grips with a complex subject.
I'll research it as if it were my own
and discuss your options with you.
Research + 1h30 exchange + report
#4: FISHERMAN'S BENCH
1500-
Learn how to fish: learn all about your topics of interest with a personalized reading list and build your plan.
Then combine a LAKE VIEW with a GREEN GRASS or a WHITE SWAN.
Personalized learning readings + LAKE VIEW + 1 other service