Consulting process
My commitment to you
My consulting is done by using a holistic and structured approach. Your needs, expectations and wishes are the focus.
When making the appointment, I will ask you to prepare certain documents and send them to me if necessary.
Contact & Preparation
Appointment & Needs Analysis
My goal at the first meeting is to determine your needs and create a financial plan that will serve as our guide.
Concept & Solution Proposal
After analyzing the data collected during the first appointment and the documents submitted, I will prepare a financial plan for you. I will then contact you for a second appointment and present you with customized solutions to optimize your current and future situation.
Implementation & Support
I support you in the implementation of the jointly developed concept and continue to advise you in a sustainable and long-term manner
Baeriswyl Beratungen GmbH
Nicolas Baeriswyl
Impasse du Castel 14
1700 Fribourg