SERVICES

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• Consultation on a separate financial case

 

• Personal and Family Overall Assessment of Financial Status

 

• Defining financial priorities, tailored to real opportunities and needs

 

• Short-term and long-term financial plan

 

CHARACTERISTICS OF ACTIVITY

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• Confidentiality and good faith

 

• Defending the interests of the client

 

• Opportunity for long-term cooperation

 

MAIN PRINCIPLE

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• Setting and pursuing feasible goals