3 Ways to Work With Me
1-hr Investing Coaching with Cristof (for DIY-clients)
Have some questions about investing? A certain ETF? How to weigh your investments?
Need help rebalancing your portfolio?
Stuck deciding whether prioritizing mortgage payback over investing for the long-term makes more sense for you?
Whatever your current investing-related challenge, this 1-hr coaching session with Cristof will help you gain clarity and move forward with your financial plan toward your financial goals.
Portfolio-Session with Cristof (for DIY-clients)
This session is about you and your investments. We will look into your portfolio and prepare to put together a game plan and action steps (i.e. what to buy and what to sell). You will stay in charge of your account, DIY-style, and invest with confidence afterward.
Included, is a written review of the session, and my time and expertise preparing the plan for you.
A couple of weeks after the 60-minute initial session, we’ll have a 30-minute follow-up call to discuss the final version of your investment plan and to make sure that you are happy with it.
Investment Management - Done for You
For clients who prefer to delegate the investing process, we offer Investment Management services. After developing your customized investment plan during personal consultations (Zoom or in person if local), we select securities to help you reach your financial goals - all done for you.
In Investment Management, we focus on creating your portfolio in such a way that it meets your time horizon and objectives, be it capital preservation, long-term capital growth, or income generation, taking into account your risk tolerance and financial situation while minimizing error potential.