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Privacy Policy
1.
Areas of Interest
General Financial Advisory
Insurance
Investment Strategy
Home Purchase & Mortgage
2.
Financial Assessment
Not necessary
Regular contact helps me more
I prefer documentation
None
3.
Consultation Method
Phone Call
Online (Teams, screen sharing)
In-person (Office)
None
4.
Pricing Options
Coaching 2 to 4 times per year
Fixed Package from CHF 900
Hourly rate CHF 300
None
5.
Your Name
6.
Email
7.
Phone
8.
Message
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